Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.2M | 199.2M | 6.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 2.9M | 138.9M | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 103.4M | 3.1% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Jan 31, 2026 | 1.8M | 86.4M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.6M | 78.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 74.6M | 2.3% |
| VanEck ETF Trust-VanEck Oil Services ETF | Feb 28, 2026 | 1.3M | 64.1M | 1.9% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 1.3M | 61.9M | 1.9% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 933.4K | 44.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 880.0K | 42.1M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.