Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 5.4M | 376.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.2M | 365.1M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.8M | 264.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 2.1M | 149.1M | 1.3% |
| Trust for Professional Managers-Mairs & Power Growth Fund | Mar 31, 2026 | 2.0M | 138.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.8M | 125.3M | 1.1% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 1.5M | 105.6M | 0.9% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Dec 31, 2025 | 1.5M | 105.1M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Mar 31, 2026 | 1.5M | 102.1M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Mar 31, 2026 | 1.2M | 87.7M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.