Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 6.3M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 401.0K | 2.2M | 1.0% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 198.4K | 1.1M | 0.5% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Nov 30, 2025 | 180.4K | 992.2K | 0.4% |
| Manager Directed Portfolios-Hood River New Opportunities Fund | Jan 31, 2026 | 102.5K | 563.8K | 0.3% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 74.0K | 407.1K | 0.2% |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.-DWS Global Small Cap Fund | Jan 31, 2026 | 60.2K | 331.3K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 53.9K | 296.3K | 0.1% |
| iShares Trust-iShares Core S&P Total U.S. Stock Market ETF | Jan 31, 2026 | 49.0K | 269.6K | 0.1% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | Feb 28, 2026 | 25.8K | 142.0K | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.