Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 10.5M | 175.1M | 4.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 8.8M | 147.0M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.9M | 132.1M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.8M | 96.6M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.7M | 62.3M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 3.7M | 60.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.9M | 48.3M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 2.4M | 40.0M | 0.9% |
| Hennessy Funds Trust-Hennessy Cornerstone Mid Cap 30 Fund | Mar 31, 2026 | 2.1M | 35.4M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Mar 31, 2026 | 2.0M | 33.4M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.