Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.0M | 260.1M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 8.1M | 209.1M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.2M | 187.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 4.1M | 105.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.8M | 99.0M | 1.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 3.3M | 85.6M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 3.3M | 85.0M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 2.9M | 74.0M | 0.8% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO | Dec 31, 2025 | 2.7M | 69.4M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 1.9M | 48.0M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.