Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.3M | 60.9M | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 683.1K | 32.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 532.9K | 25.7M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 510.5K | 24.6M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 472.0K | 22.8M | 2.1% |
| Ultimus Managers Trust-Westwood Quality SmallCap Fund | Jul 31, 2025 | 380.2K | 18.3M | 1.7% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 348.6K | 16.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 326.0K | 15.7M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 284.0K | 13.7M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 222.9K | 10.7M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.