Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.2M | 109.7M | 5.9% |
| Conestoga Funds-Conestoga Small Cap Fund | Dec 31, 2025 | 2.0M | 99.0M | 5.4% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Feb 28, 2026 | 1.5M | 75.4M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 54.3M | 2.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 908.9K | 44.6M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 866.3K | 42.5M | 2.3% |
| Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund | Jan 31, 2026 | 528.9K | 26.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 399.8K | 19.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 351.8K | 17.3M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 336.9K | 16.5M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.