Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.3M | 413.8M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.2M | 401.7M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.2M | 310.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.0M | 289.8M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.5M | 139.3M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 1.3M | 127.7M | 0.8% |
| Fidelity Puritan Trust-Fidelity Balanced Fund | Jan 31, 2026 | 1.3M | 120.2M | 0.8% |
| Fidelity Select Portfolios-Select Communication Services Portfolio | Jan 31, 2026 | 1.2M | 118.9M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 1.1M | 110.1M | 0.7% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jan 31, 2026 | 1.1M | 108.4M | 0.7% |
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Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.