Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 522.1K | 1.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 659.6K | 260.9K | 0.5% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 398.4K | 157.6K | 0.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 350.8K | 138.8K | 0.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 334.4K | 132.3K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 187.3K | 74.1K | 0.1% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 93.1K | 36.8K | 0.1% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 95.0K | 37.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 90.2K | 35.7K | 0.1% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 87.1K | 34.4K | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.