Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 3.1M | 412.1M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 272.2M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.4M | 191.1M | 1.9% |
| T. Rowe Price New Horizons Fund, Inc. | Dec 31, 2025 | 1.3M | 173.7M | 1.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.3M | 172.9M | 1.7% |
| OBERWEIS FUNDS-Oberweis Micro-Cap Fund | Dec 31, 2025 | 1.1M | 142.5M | 1.4% |
| OBERWEIS FUNDS-Oberweis Small-Cap Opportunities Fund | Dec 31, 2025 | 942.2K | 125.0M | 1.3% |
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | Jan 31, 2026 | 745.0K | 98.9M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 693.0K | 92.0M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 584.9K | 77.6M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.