Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.4M | 86.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 83.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 985.9K | 59.8M | 1.7% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | Jan 31, 2026 | 663.0K | 40.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 636.4K | 38.6M | 1.1% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 570.3K | 34.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 479.1K | 29.1M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 322.5K | 19.6M | 0.6% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 290.3K | 17.6M | 0.5% |
| Trust for Professional Managers-Column Mid Cap Select Fund | Dec 31, 2025 | 273.4K | 16.6M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.