Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.2M | 127.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 10.2M | 91.7M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 5.8M | 51.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 5.0M | 45.2M | 0.9% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Mar 31, 2026 | 2.4M | 21.9M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 2.3M | 20.4M | 0.4% |
| iShares Trust-iShares Russell Mid-Cap ETF | Apr 30, 2026 | 1.8M | 16.1M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Mar 31, 2026 | 1.7M | 14.9M | 0.3% |
| iShares Trust-iShares Russell 1000 Value ETF | Apr 30, 2026 | 1.0M | 9.1M | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Mar 31, 2026 | 872.0K | 7.8M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.