Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.1M | 299.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 293.1M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.5M | 212.2M | 2.3% |
| SmallCap World Fund Inc | Dec 31, 2025 | 1.3M | 186.3M | 2.0% |
| Vanguard Explorer Fund | Jan 31, 2026 | 1.2M | 168.1M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 979.9K | 136.8M | 1.5% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 941.5K | 131.4M | 1.4% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 779.9K | 108.9M | 1.2% |
| Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund | Feb 28, 2026 | 761.3K | 106.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 721.1K | 100.7M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.