Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 18.1M | 7.8B | 44.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 13.1M | 5.7B | 31.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 8.3M | 3.6B | 20.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 6.5M | 2.8B | 15.9% |
| ARK ETF Trust-ARK Innovation ETF | Sep 30, 2026 | 6.1M | 2.6B | 14.9% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Aug 31, 2026 | 3.6M | 1.6B | 8.9% |
| iShares Trust-iShares Expanded Tech-Software Sector ETF | Aug 31, 2026 | 2.8M | 1.2B | 6.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Aug 31, 2026 | 2.6M | 1.1B | 6.3% |
| iShares Trust-iShares Russell Mid-Cap ETF | Aug 31, 2026 | 2.3M | 998.7M | 5.6% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Aug 31, 2026 | 2.2M | 954.7M | 5.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.