Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.6M | 191.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 189.3M | 3.1% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 3.4M | 178.4M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.7M | 143.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 135.6M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.6M | 87.4M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 64.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.1M | 58.4M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 954.3K | 50.7M | 0.8% |
| MFS Series Trust VI-MFS Utilities Fund | Jan 31, 2026 | 834.1K | 44.3M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.