Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jul 31, 2026 | 5.0M | 312.2M | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.6M | 161.3M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.9M | 118.9M | 2.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Jun 30, 2026 | 1.6M | 97.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 1.2M | 75.3M | 1.4% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jun 30, 2026 | 1.1M | 70.7M | 1.3% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Jun 30, 2026 | 1.0M | 64.0M | 1.2% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Jun 30, 2026 | 954.6K | 59.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 938.7K | 58.8M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Growth ETF | Jul 31, 2026 | 762.3K | 47.8M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.