Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 1.5M | 228.3M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 728.8K | 112.7M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 566.1K | 87.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 523.9K | 81.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 295.2K | 45.7M | 1.2% |
| WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund | Dec 31, 2025 | 291.1K | 45.0M | 1.2% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 269.4K | 41.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 262.0K | 40.5M | 1.1% |
| Legg Mason Partners Investment Trust-ClearBridge Small Cap Growth Fund | Jan 31, 2026 | 252.0K | 39.0M | 1.0% |
| Professionally Managed Portfolios-Congress Small Cap Growth Fund | Mar 31, 2026 | 237.2K | 36.7M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.