Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.7M | 93.4M | 5.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 1.7M | 59.7M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 50.0M | 3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 40.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 38.2M | 2.3% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF | Sep 30, 2025 | 736.1K | 25.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 698.8K | 24.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 490.8K | 17.2M | 1.0% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 489.9K | 17.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 465.8K | 16.3M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.