Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 3.4M | 471.2M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 421.6M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 2.5M | 342.4M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 2.3M | 320.5M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.2M | 306.1M | 2.1% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Feb 28, 2026 | 1.4M | 197.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.4M | 197.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 153.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 991.6K | 136.3M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 885.0K | 121.7M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.