Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 11.9M | 93.1M | 5.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 7.8M | 60.5M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.6M | 51.6M | 3.3% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jul 31, 2025 | 6.2M | 48.6M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 5.4M | 42.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.9M | 37.8M | 2.4% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 4.7M | 36.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.1M | 24.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.2M | 17.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Aug 31, 2025 | 2.1M | 16.5M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.