Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.7M | 95.4M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 94.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 70.9M | 1.2% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 1.3M | 70.6M | 1.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 1.2M | 68.8M | 1.2% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Sep 30, 2025 | 1.1M | 62.2M | 1.0% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Sep 30, 2025 | 982.0K | 55.0M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 810.0K | 45.4M | 0.8% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 804.7K | 45.1M | 0.8% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | Jul 31, 2025 | 715.0K | 40.0M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.