Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Dec 31, 2022 | 641.7K | 277.2M | 2.8% |
| Vanguard Total Stock Market Index Fund | Sep 30, 2022 | 627.9K | 271.2M | 2.8% |
| Vanguard Small-Cap Index Fund | Sep 30, 2022 | 533.5K | 230.5M | 2.4% |
| iShares Russell 2000 ETF | Dec 31, 2022 | 474.9K | 205.2M | 2.1% |
| Capitol Ser Tr-Fuller & Thaler Behavioral Small Cap Equity Fd | Dec 31, 2022 | 432.2K | 186.7M | 1.9% |
| Vanguard Small Cap Value Index Fund | Sep 30, 2022 | 364.1K | 157.3M | 1.6% |
| Vanguard Extended Market Index Fund | Sep 30, 2022 | 286.5K | 123.7M | 1.3% |
| Fidelity Series Small Cap Opportunities Fund | Nov 30, 2022 | 188.1K | 81.3M | 0.8% |
| DFA U.S. Small Cap Series | Oct 31, 2022 | 187.2K | 80.9M | 0.8% |
| SPDR S&P Mid Cap 400 ETF Trust | Dec 31, 2022 | 185.8K | 80.3M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.