Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 1.2M | 268.9K | 3.3% |
| SCM Trust-ICON Natural Resources and Infrastructure Fund | Dec 31, 2025 | 1M | 230K | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 811.1K | 186.5K | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 370.7K | 85.3K | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Nov 30, 2025 | 357.3K | 82.2K | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Dec 31, 2025 | 294.4K | 67.7K | 0.8% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | Oct 31, 2025 | 232.9K | 53.6K | 0.7% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Dec 31, 2025 | 187.7K | 43.2K | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 167.5K | 38.5K | 0.5% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | Oct 31, 2025 | 85.0K | 19.6K | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.