Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.4M | 78.0M | 6.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 2.7M | 48.0M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 40.6M | 3.1% |
| INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund | Dec 31, 2025 | 2.0M | 36.1M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 1.9M | 33.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 29.4M | 2.3% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Oct 31, 2025 | 1.4M | 25.4M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.1M | 18.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 786.2K | 14.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 727.9K | 13.0M | 1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.