Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.7M | 141.3M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.5M | 136.2M | 3.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 4.5M | 136.1M | 3.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 3.6M | 109.3M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 3.3M | 101.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.3M | 100.0M | 2.3% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 2.6M | 80.3M | 1.9% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 2.3M | 71.1M | 1.7% |
| Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value | Feb 28, 2026 | 2.3M | 69.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.1M | 64.5M | 1.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.