Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.6M | 51.5M | 6.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 2.7M | 39.2M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 26.9M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.4M | 20.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.3M | 19.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 865.9K | 12.5M | 1.5% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Dec 31, 2025 | 737.1K | 10.7M | 1.3% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 675.5K | 9.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 648.2K | 9.4M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund | Dec 31, 2025 | 602.0K | 8.7M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.