Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 9.4M | 370.6M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.9M | 352.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 6.4M | 253.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.1M | 163.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.0M | 120.3M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Mar 31, 2026 | 2.7M | 108.0M | 1.0% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Mar 31, 2026 | 2.1M | 84.2M | 0.8% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Dec 31, 2025 | 2.1M | 81.4M | 0.7% |
| VANGUARD WORLD FUND-Vanguard Utilities Index Fund | Feb 28, 2026 | 1.9M | 75.4M | 0.7% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Feb 28, 2026 | 1.7M | 67.2M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.