Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 1.5M | 1.9B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 1.9B | 3.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 1.4M | 1.8B | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.1M | 1.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 1.4B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 688.7K | 878.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 507.8K | 647.5M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 456.0K | 581.4M | 1.0% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 407.9K | 520.1M | 0.9% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 406.8K | 518.7M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.