Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.2M | 134.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 9.3M | 102.3M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 5.2M | 57.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 4.6M | 51.2M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 2.3M | 25.3M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 2.0M | 22.4M | 0.4% |
| iShares Trust-iShares Russell Mid-Cap ETF | Sep 30, 2025 | 1.5M | 16.4M | 0.3% |
| Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund | Sep 30, 2025 | 1.5M | 16.7M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 1.2M | 13.4M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 1.1M | 12.0M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan.