Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.8M | 571.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 532.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.5M | 418.8M | 2.3% |
| Fidelity Securities Fund-Fidelity OTC Portfolio | Feb 28, 2026 | 3.4M | 405.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.2M | 385.1M | 2.2% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Dec 31, 2025 | 2.7M | 328.2M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.8M | 217.2M | 1.2% |
| iShares Trust-iShares Global Clean Energy ETF | Jan 31, 2026 | 1.7M | 209.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.6M | 192.5M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.4M | 170.2M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.