Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.4M | 125.9M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 8.0M | 96.9M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.5M | 90.8M | 2.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 5.3M | 64.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 4.2M | 51.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.7M | 45.4M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 3.2M | 39.4M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 2.8M | 34.3M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 1.8M | 22.3M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 1.6M | 19.8M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.