Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.1M | 136.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 134.8M | 3.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 879.0K | 104.2M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 860.7K | 102.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 811.8K | 96.3M | 2.3% |
| Conestoga Funds-Conestoga Small Cap Fund | Dec 31, 2025 | 804.7K | 95.4M | 2.3% |
| IVY FUNDS-Nomura Mid Cap Growth Fund | Dec 31, 2025 | 547.4K | 64.9M | 1.5% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Jan 31, 2026 | 492.2K | 58.4M | 1.4% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Jan 31, 2026 | 489.2K | 58.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 458.9K | 54.4M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.