Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 3.4M | 141.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.3M | 137.8M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 3.3M | 134.9M | 2.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 2.9M | 121.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 2.5M | 101.1M | 2.2% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Apr 30, 2026 | 1.9M | 76.6M | 1.6% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Mar 31, 2026 | 1.6M | 64.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 1.6M | 64.4M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.5M | 63.5M | 1.4% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Apr 30, 2026 | 1.3M | 53.4M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.