Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Aug 31, 2026 | 4.5M | 267.8M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 4.1M | 242.5M | 3.2% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Jun 30, 2026 | 3.4M | 204.3M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 2.9M | 175.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 1.9M | 111.1M | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Jun 30, 2026 | 1.8M | 109.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 1.5M | 87.7M | 1.2% |
| Fidelity Capital Trust-Fidelity Value Fund | Aug 31, 2026 | 1.4M | 86.1M | 1.1% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Jul 31, 2026 | 1.1M | 65.7M | 0.9% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund | Jul 31, 2026 | 1.1M | 64.0M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.