Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.6M | 156.9M | 2.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 7.2M | 148.7M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.5M | 112.5M | 1.5% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Oct 31, 2025 | 4.2M | 85.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.5M | 72.6M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Oct 31, 2025 | 2.8M | 58.0M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.4M | 50.1M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Oct 31, 2025 | 2.4M | 48.3M | 0.6% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 1.6M | 33.7M | 0.4% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Jan 31, 2026 | 1.6M | 33.8M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.