Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.5M | 167.4M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 87.3M | 3.2% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 1.8M | 68.2M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.7M | 65.8M | 2.4% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 1.8M | 66.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 63.0M | 2.3% |
| FPA FUNDS TRUST-FPA Crescent Fund | Dec 31, 2025 | 1.7M | 62.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.1M | 40.7M | 1.5% |
| Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund | Feb 28, 2026 | 945.4K | 35.5M | 1.3% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 938.8K | 35.3M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.