Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.3M | 86.1M | 2.9% |
| NEW ECONOMY FUND | Dec 31, 2025 | 4.7M | 63.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.5M | 61.9M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 4.5M | 61.3M | 2.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 4.4M | 60.0M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.6M | 34.9M | 1.2% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Dec 31, 2025 | 2.5M | 34.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.1M | 29.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.8M | 24.9M | 0.8% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 1.6M | 21.7M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.