Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.5M | 218.1M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.2M | 206.0M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.1M | 163.5M | 2.4% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 3.8M | 152.2M | 2.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 2.7M | 108.3M | 1.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 2.7M | 107.9M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.6M | 104.7M | 1.5% |
| Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund | Sep 30, 2025 | 2.3M | 91.3M | 1.3% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 2.1M | 81.2M | 1.2% |
| Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund | Sep 30, 2025 | 1.8M | 71.0M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.