Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Dec 31, 2025 | 1.5M | 126.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 124.9M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.2M | 99.9M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 1.2M | 99.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 90.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 688.7K | 58.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 507.8K | 42.8M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 456.7K | 38.5M | 1% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 406.8K | 34.3M | 0.9% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 407.9K | 34.4M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.