Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Mar 31, 2023 | 751.0K | 20.3M | 4.6% |
| iShares Russell 2000 ETF | Jun 30, 2023 | 540.9K | 14.6M | 3.3% |
| Vanguard Extended Market Index Fund | Mar 31, 2023 | 374.5K | 10.1M | 2.3% |
| Fidelity Advisor Mid Cap Value Fund | Apr 30, 2023 | 264.2K | 7.2M | 1.6% |
| Fidelity Small Cap Index Fund | May 31, 2023 | 230.5K | 6.2M | 1.4% |
| Bridge Builder Tr-Bridge Builder Small/Mid Cap Value Fd | Mar 31, 2023 | 211.2K | 5.7M | 1.3% |
| Royce Micro Cap Trust | Jun 30, 2023 | 194.3K | 5.3M | 1.2% |
| DFA U.S. Micro Cap Series | Apr 30, 2023 | 187.2K | 5.1M | 1.2% |
| iShares Russell 2000 Growth ETF | Jun 30, 2023 | 185.0K | 5.0M | 1.1% |
| SPDR (R) Ser Tr-SPDR (R) S&P (R) Retail ETF | Jun 30, 2023 | 180.3K | 4.9M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.