Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 3.4M | 158.1M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.2M | 148.6M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 2.4M | 110.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 2.3M | 107.9M | 2.3% |
| iShares Trust-iShares Select Dividend ETF | Apr 30, 2026 | 1.9M | 90.1M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 1.5M | 68.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 1.1M | 52.2M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Apr 30, 2026 | 1.0M | 48.3M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 989.7K | 45.9M | 1.0% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | Apr 30, 2026 | 875.1K | 40.6M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.