Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 2.9M | 211.7M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.8M | 206.6M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.1M | 148.7M | 2.2% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | Feb 28, 2026 | 1.6M | 112.8M | 1.6% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 1.5M | 109.2M | 1.6% |
| Gabelli Utilities Fund-The Gabelli Utilities Fund | Dec 31, 2025 | 1.4M | 103.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.3M | 95.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 972.7K | 70.5M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Feb 28, 2026 | 957.0K | 69.4M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Mar 31, 2026 | 862.4K | 62.5M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.