Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 11.0M | 205.4M | 6.1% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 5.6M | 103.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.5M | 102.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.9M | 73.2M | 2.2% |
| JPMorgan Trust I-JPMorgan Value Advantage Fund | Dec 31, 2025 | 3.8M | 70.6M | 2.1% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 3.6M | 66.4M | 2.0% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 3.3M | 61.5M | 1.8% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 3.1M | 57.4M | 1.7% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Dec 31, 2025 | 2.5M | 46.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.0M | 36.7M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.