Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 3.8M | 220.9M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 3.5M | 204.0M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jul 31, 2026 | 2.9M | 166.8M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 2.5M | 147.6M | 2.3% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Jul 31, 2026 | 2.3M | 132.3M | 2.1% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jul 31, 2026 | 2.0M | 116.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 1.6M | 93.4M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Apr 30, 2026 | 1.6M | 91.8M | 1.4% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Apr 30, 2026 | 1.3M | 74.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 1.3M | 73.7M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.