Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 1.2M | 844.4M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 1.2M | 793.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 850.1K | 576.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 475.7K | 322.5M | 1.3% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Apr 30, 2026 | 423.8K | 287.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 411.4K | 279.0M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Apr 30, 2026 | 369.4K | 250.4M | 1% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Apr 30, 2026 | 278.9K | 189.1M | 0.8% |
| SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF | Apr 30, 2026 | 276.7K | 187.6M | 0.8% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Feb 28, 2026 | 243.5K | 165.1M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.