Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 3.4M | 125.6M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.4M | 124.1M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.4M | 89.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.4M | 50.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 42.4M | 1.1% |
| Vanguard Explorer Fund | Oct 31, 2025 | 1.0M | 37.9M | 1% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 1.0M | 37.1M | 1.0% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 941.1K | 34.4M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 778.0K | 28.5M | 0.8% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 748.2K | 27.4M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.