Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.8M | 9.7M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 3.7M | 9.4M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.7M | 4.4M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.5M | 3.8M | 0.8% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Mar 31, 2026 | 1.3M | 3.4M | 0.7% |
| iShares Trust-iShares Russell 2000 Growth ETF | Feb 28, 2026 | 1.3M | 3.3M | 0.7% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Feb 28, 2026 | 875.9K | 2.2M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 836.0K | 2.1M | 0.5% |
| VANGUARD WELLINGTON FUND-Vanguard U.S. Momentum Factor ETF | Nov 30, 2025 | 521.7K | 1.3M | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Feb 28, 2026 | 403.2K | 1.0M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.