Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.1M | 183.6M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 181.3M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.6M | 139.6M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.5M | 131.2M | 2.0% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 1.3M | 115.7M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 948.1K | 84.6M | 1.3% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 812.7K | 72.5M | 1.1% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 704.1K | 62.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 692.4K | 61.8M | 1.0% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Jan 31, 2026 | 662.1K | 59.1M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.