Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.7M | 112.4M | 4.9% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 1.5M | 98.8M | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 987.4K | 66.6M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 708.0K | 47.7M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 665.6K | 44.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 455.8K | 30.7M | 1.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 441.7K | 29.8M | 1.3% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 432.6K | 29.2M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 411.9K | 27.8M | 1.2% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 307.7K | 20.7M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.