Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 853.6K | 5.7M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 757.0K | 5.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 360.3K | 2.4M | 1.1% |
| iShares Trust-iShares Mortgage Real Estate ETF | Mar 31, 2026 | 337.3K | 2.2M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 275.3K | 1.8M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 253.4K | 1.7M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 165.8K | 1.1M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 142.3K | 946.4K | 0.5% |
| ETF Series Solutions-Hoya Capital High Dividend Yield ETF | Feb 28, 2026 | 143.7K | 955.5K | 0.5% |
| Target Portfolio Trust-PGIM Quant Solutions Small-Cap Value Fund | Jan 31, 2026 | 141.9K | 943.6K | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.