Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 32.7M | 338.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 24.7M | 255.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 15.8M | 163.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 11.2M | 115.5M | 1.0% |
| iShares Trust-iShares Mortgage Real Estate ETF | Sep 30, 2025 | 9.1M | 94.2M | 0.9% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Sep 30, 2025 | 8.6M | 88.5M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 5.5M | 56.6M | 0.5% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Sep 30, 2025 | 4.8M | 50.0M | 0.5% |
| VanEck ETF Trust-VanEck Mortgage REIT Income ETF | Sep 30, 2025 | 4.6M | 47.4M | 0.4% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Sep 30, 2025 | 3.8M | 39.8M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.