Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 16.4M | 225.9M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 15.0M | 206.4M | 4.5% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 12.6M | 173.4M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 10.8M | 149.0M | 3.3% |
| iShares Trust-iShares Select Dividend ETF | Jun 30, 2026 | 10.1M | 138.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 6.8M | 94.4M | 2.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Apr 30, 2026 | 6.8M | 94.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 5.5M | 75.3M | 1.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jul 31, 2026 | 5.3M | 73.6M | 1.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jun 30, 2026 | 5.3M | 73.4M | 1.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.