Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 547.7K | 173.8M | 4.5% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Sep 30, 2025 | 389.2K | 123.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 306.6K | 97.3M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 238.3K | 75.6M | 2.0% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 181.8K | 57.7M | 1.5% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Aug 31, 2025 | 119.8K | 38.0M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 105.4K | 33.5M | 0.9% |
| Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund | Jul 31, 2025 | 101.8K | 32.3M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 100.8K | 32.0M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 95.2K | 30.2M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.