Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 2.4M | 84.7M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 42.6M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 987.0K | 35.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 853.8K | 30.5M | 2.1% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Dec 31, 2025 | 726.3K | 25.9M | 1.8% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 690.1K | 24.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 549.7K | 19.6M | 1.4% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 531.5K | 19.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 428.5K | 15.3M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Mar 31, 2026 | 389.0K | 13.9M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.