Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 2.0M | 156.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.0M | 154.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.4M | 111.7M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 1.4M | 109.5M | 2.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 1.0M | 80.1M | 1.7% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Mar 31, 2026 | 978.3K | 75.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 920.5K | 71.2M | 1.5% |
| American Century Capital Portfolios, Inc.-Equity Income Fund | Mar 31, 2026 | 909.1K | 70.3M | 1.5% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | Apr 30, 2026 | 897.9K | 69.4M | 1.4% |
| Vanguard Explorer Fund | Jan 31, 2026 | 841.5K | 65.0M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.