Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 18.1M | 398.8M | 44.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 13.1M | 288.1M | 31.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 8.3M | 182.5M | 20.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 6.5M | 144.1M | 15.9% |
| ARK ETF Trust-ARK Innovation ETF | Aug 31, 2026 | 5.1M | 113.4M | 12.5% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Aug 31, 2026 | 3.6M | 80.5M | 8.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jul 31, 2026 | 2.8M | 62.7M | 6.9% |
| iShares Trust-iShares Expanded Tech-Software Sector ETF | Aug 31, 2026 | 2.8M | 62.5M | 6.9% |
| iShares Trust-iShares Russell Mid-Cap ETF | Aug 31, 2026 | 2.3M | 50.9M | 5.6% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Aug 31, 2026 | 2.2M | 48.6M | 5.4% |
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Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.