Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2026 | 16.9M | 239.9M | 5.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 15.0M | 211.9M | 4.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2026 | 12.9M | 182.3M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 10.8M | 153.0M | 3.3% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2026 | 10.2M | 144.4M | 3.1% |
| SmallCap World Fund Inc | Sep 30, 2026 | 8.7M | 122.8M | 2.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2026 | 7.1M | 100.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 6.8M | 97.0M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 5.5M | 77.3M | 1.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jul 31, 2026 | 5.4M | 75.9M | 1.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.