Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.2M | 96.0M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.9M | 52.5M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 3.5M | 46.6M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.0M | 40.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.9M | 39.0M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.6M | 35.2M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.9M | 25.0M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 1.7M | 23.2M | 1.4% |
| BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund | Aug 31, 2025 | 1.7M | 22.2M | 1.4% |
| ROYCE FUND-Royce Small-Cap Special Equity Fund | Sep 30, 2025 | 1.4M | 18.3M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.