Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jul 31, 2025 | 3.3M | 4.4M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 2.3M | 1.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.6M | 2.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 878.8K | 1.2M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 590.5K | 797.2K | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 520.7K | 703.0K | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 338.8K | 457.4K | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 271.2K | 366.1K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Sep 30, 2025 | 148.1K | 200.0K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 145.3K | 196.1K | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan.