Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.3M | 263.0M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 247.6M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.7M | 201.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 178.5M | 2.0% |
| Vanguard Explorer Fund | Jan 31, 2026 | 1.2M | 140.2M | 1.6% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 1.0M | 118.1M | 1.4% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Jan 31, 2026 | 998.9K | 114.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.0M | 115.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 768.8K | 88.4M | 1.0% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 755.0K | 86.9M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.