Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 541.0K | 1.1B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 501.6K | 1.0B | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 358.8K | 735.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 231.7K | 475.1M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 182.7K | 374.5M | 0.5% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 122.5K | 251.2M | 0.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Jan 31, 2026 | 90.7K | 186.0M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 87.8K | 180.0M | 0.3% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 85.0K | 174.3M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 81.1K | 166.3M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.