Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 3.0M | 155.7M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.9M | 147.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.1M | 106.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.3M | 68.7M | 1.5% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Dec 31, 2025 | 1.1M | 56.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 992.6K | 50.8M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Mar 31, 2026 | 983.4K | 50.3M | 1.1% |
| BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund | Feb 28, 2026 | 750.5K | 38.4M | 0.8% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 706.6K | 36.1M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Mar 31, 2026 | 692.2K | 35.4M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.