Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.9M | 35.6M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.5M | 18.2M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.0M | 14.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.9M | 13.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.2M | 8.7M | 1.5% |
| iShares Trust-iShares Mortgage Real Estate ETF | Jan 31, 2026 | 1.1M | 8.1M | 1.4% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial | Jan 31, 2026 | 1.1M | 8.0M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 877.1K | 6.4M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 814.6K | 5.9M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Jan 31, 2026 | 798.2K | 5.8M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.