Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.4M | 398.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.8M | 299.0M | 1.7% |
| Hennessy Funds Trust-Hennessy Focus Fund | Sep 30, 2025 | 3.0M | 186.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.5M | 156.6M | 0.9% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | Sep 30, 2025 | 1.8M | 110.3M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.5M | 95.7M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.3M | 83.7M | 0.5% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 1.2M | 77.6M | 0.5% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | Sep 30, 2025 | 1.2M | 74.6M | 0.4% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Aug 31, 2025 | 906.2K | 56.6M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.