Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.9M | 167.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.9M | 163.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.1M | 118.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.3M | 76.5M | 1.5% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Dec 31, 2025 | 1.1M | 62.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 992.6K | 56.5M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 986.1K | 56.1M | 1.1% |
| BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund | Nov 30, 2025 | 726.3K | 41.4M | 0.8% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 706.6K | 40.2M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | Jan 31, 2026 | 678.7K | 38.6M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.