Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Dec 31, 2025 | 5.2M | 140.5M | 6.5% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.8M | 130.4M | 6.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 2.8M | 75.3M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.6M | 69.6M | 3.2% |
| SmallCap World Fund Inc | Dec 31, 2025 | 2.3M | 61.0M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.9M | 51.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.8M | 49.1M | 2.3% |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | Dec 31, 2025 | 1.3M | 35.1M | 1.6% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Jan 31, 2026 | 1.2M | 32.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.2M | 31.7M | 1.5% |
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Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.