Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.8M | 6.5M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.6M | 4.4M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 1.9M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 978.4K | 1.7M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 923.2K | 1.6M | 0.6% |
| TIAA-CREF Funds-Nuveen Equity Index Fund | Jul 31, 2025 | 847.5K | 1.5M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 560.5K | 974.1K | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 446.9K | 776.8K | 0.3% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Aug 31, 2025 | 403.6K | 701.4K | 0.3% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jul 31, 2025 | 239.9K | 416.9K | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan.