Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 7.3M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 5.6M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 508.8K | 2.6M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 435.8K | 2.2M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 390.5K | 2.0M | 0.8% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 233.2K | 1.2M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 223.9K | 1.1M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 224.0K | 1.1M | 0.4% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 124.1K | 633.0K | 0.2% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Jan 31, 2026 | 112.4K | 573.2K | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.