Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 5.8M | 68.5M | 5.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.1M | 36.2M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.3M | 27.4M | 2.2% |
| iShares Trust-iShares Mortgage Real Estate ETF | Sep 30, 2025 | 1.2M | 14.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 12.4M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Aug 31, 2025 | 932.4K | 11.0M | 0.9% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Sep 30, 2025 | 907.3K | 10.7M | 0.9% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial | Sep 30, 2025 | 848.8K | 10.0M | 0.8% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 600 Small Cap ETF | Aug 31, 2025 | 834.7K | 9.8M | 0.8% |
| VanEck ETF Trust-VanEck Mortgage REIT Income ETF | Sep 30, 2025 | 839.3K | 9.9M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.