Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 747.6K | 103.1M | 4.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 391.4K | 54.0M | 2.5% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Jan 31, 2026 | 340.5K | 46.9M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 302.0K | 41.6M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 281.0K | 38.7M | 1.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 203.7K | 28.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 181.6K | 25.0M | 1.2% |
| ALPS ETF TRUST-ALPS O'Shares U.S. Small-Cap Quality Dividend ETF | Nov 30, 2025 | 167.3K | 23.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 133.3K | 18.4M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 128.6K | 17.7M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.