Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 3.1M | 266.3M | 6.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Mar 31, 2026 | 2.1M | 180.6M | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 132.3M | 3.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 1.4M | 120.0M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.2M | 106.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 94.8M | 2.2% |
| Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value | Feb 28, 2026 | 873.4K | 74.9M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 624.6K | 53.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 552.7K | 47.4M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Feb 28, 2026 | 498.3K | 42.8M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.