Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 16.4M | 193.1M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 15.0M | 176.5M | 4.5% |
| iShares Trust-iShares Russell 2000 ETF | Jun 30, 2026 | 12.6M | 148.3M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 10.8M | 127.4M | 3.3% |
| iShares Trust-iShares Select Dividend ETF | Jun 30, 2026 | 10.1M | 118.6M | 3.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Apr 30, 2026 | 6.8M | 80.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 6.8M | 80.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 5.5M | 64.4M | 1.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jul 31, 2026 | 5.3M | 62.9M | 1.6% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jun 30, 2026 | 5.3M | 62.7M | 1.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.