Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Sep 30, 2025 | 3.8M | 357.9M | 7.8% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.9M | 266.8M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.5M | 144.5M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.2M | 113.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.2M | 108.7M | 2.4% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 1.1M | 107.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 744.0K | 69.6M | 1.5% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 682.9K | 63.9M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 679.2K | 63.5M | 1.4% |
| Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND | Jul 31, 2025 | 672.9K | 62.9M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan.