Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.8M | 30.5M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 12.2M | 22.1M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 10.9M | 19.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 6.8M | 12.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 5.5M | 10.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 4.3M | 7.8M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 3.8M | 6.9M | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 2.7M | 4.9M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 2.1M | 3.7M | 0.4% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Aug 31, 2025 | 2.0M | 3.7M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.