Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | May 31, 2026 | 3.8M | 253.7M | 5.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.4M | 157.8M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 2.3M | 153.3M | 3.1% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Mar 31, 2026 | 2.1M | 139.0M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 1.7M | 113.4M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | May 31, 2026 | 1.5M | 98.6M | 2.0% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Mar 31, 2026 | 1.2M | 79.1M | 1.6% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Mar 31, 2026 | 1.0M | 67.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Mar 31, 2026 | 946.7K | 63.4M | 1.3% |
| MADISON FUNDS-Madison Mid Cap Fund | Apr 30, 2026 | 852.6K | 57.1M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.