Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 27.5M | 2.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.8M | 22.2M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.7M | 21.1M | 2.2% |
| Conestoga Funds-Conestoga Small Cap Fund | Dec 31, 2025 | 1.6M | 19.8M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 19.6M | 2.0% |
| MFS SERIES TRUST I-MFS New Discovery Fund | Nov 30, 2025 | 1.0M | 12.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 890.1K | 11.0M | 1.1% |
| JPMorgan Trust II-JPMorgan Small Cap Growth Fund | Dec 31, 2025 | 805.8K | 10.0M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 791.0K | 9.8M | 1.0% |
| Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund | Jan 31, 2026 | 735.6K | 9.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.