Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.0M | 283.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 266.1M | 3.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 1.6M | 218.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 191.2M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 888.8K | 123.2M | 1.4% |
| JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund | Dec 31, 2025 | 794.5K | 110.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 688.5K | 95.5M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Jan 31, 2026 | 620.6K | 86.0M | 1.0% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Jan 31, 2026 | 617.5K | 85.6M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 559.9K | 77.6M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.