Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 7.3M | 37.8M | 4.8% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 5.4M | 28.2M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.8M | 19.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.7M | 14.1M | 1.8% |
| SmallCap World Fund Inc | Dec 31, 2025 | 2.2M | 11.2M | 1.4% |
| Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com | Dec 31, 2025 | 1.7M | 9.1M | 1.1% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund | Dec 31, 2025 | 1.7M | 8.9M | 1.1% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund | Dec 31, 2025 | 1.7M | 8.8M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.6M | 8.5M | 1.1% |
| Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund | Jan 31, 2026 | 1.5M | 8.0M | 1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.