Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.2M | 77.2M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 7.5M | 56.9M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.1M | 23.5M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 3.0M | 22.8M | 0.9% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund | Mar 31, 2026 | 2.5M | 19.1M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Apr 30, 2026 | 2.5M | 19.1M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 1.7M | 13.1M | 0.5% |
| Driehaus Mutual Funds-Driehaus Small Cap Growth Fund | Mar 31, 2026 | 1.6M | 11.8M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 1.5M | 11.5M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 1.4M | 10.5M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.