Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | Dec 31, 2025 | 6.3M | 62.2M | 8.7% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.3M | 42.2M | 5.9% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Growth Fund | Dec 31, 2025 | 3.1M | 30.8M | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 21.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.7M | 16.5M | 2.3% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Jan 31, 2026 | 1.7M | 16.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 811.4K | 8.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 768.2K | 7.5M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Jan 31, 2026 | 697.6K | 6.8M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 690.9K | 6.8M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.