Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 708.0K | 341.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 707.6K | 340.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 532.7K | 256.6M | 1.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Sep 30, 2025 | 372.0K | 179.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 298.1K | 143.6M | 1.1% |
| Vanguard Explorer Fund | Jul 31, 2025 | 270.6K | 130.3M | 1.0% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 241.8K | 116.5M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 237.5K | 114.4M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 166.4K | 80.1M | 0.6% |
| MADISON FUNDS-Madison Mid Cap Fund | Jul 31, 2025 | 154.2K | 74.3M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.