Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.1M | 246.0M | 3.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Jan 31, 2026 | 3.1M | 243.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.0M | 238.7M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.2M | 174.3M | 2.3% |
| Trust for Professional Managers-Mairs & Power Growth Fund | Dec 31, 2025 | 2.0M | 157.0M | 2.1% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Dec 31, 2025 | 1.3M | 98.5M | 1.3% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 1.1M | 84.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 82.8M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 853.1K | 67.0M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 715.9K | 56.2M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.