Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.2M | 155.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.2M | 152.5M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.4M | 116.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.3M | 110.2M | 2.3% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 2.0M | 96.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.5M | 71.0M | 1.5% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | Jan 31, 2026 | 1.1M | 53.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 52.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 980.1K | 47.2M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 957.2K | 46.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.