Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 1.1M | 3.9M | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Aug 31, 2026 | 476.1K | 1.7M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | May 31, 2026 | 388.8K | 1.4M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Aug 31, 2026 | 181.2K | 632.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Aug 31, 2026 | 148.9K | 519.8K | 0.1% |
| Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund | Aug 31, 2026 | 53.4K | 186.2K | 0.0% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | Jul 31, 2026 | 49.0K | 170.9K | 0.0% |
| SCHWAB STRATEGIC TRUST-SCHWAB US BROAD MARKET ETF | May 31, 2026 | 55.3K | 192.9K | 0.0% |
| Fidelity Concord Street Trust-Fidelity ZERO Extended Market Index Fund | Aug 31, 2026 | 38.7K | 135.0K | 0.0% |
| Fidelity Salem Street Trust-Fidelity Flex Small Cap Index Fund | Jul 31, 2026 | 15.0K | 52.4K | 0.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.