Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 5.2M | 61.7M | 6.0% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 3.0M | 35.3M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.7M | 32.0M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.1M | 25.3M | 2.5% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 2.1M | 24.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.0M | 23.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.3M | 15.0M | 1.5% |
| iShares Trust-iShares Mortgage Real Estate ETF | Jan 31, 2026 | 1.2M | 14.1M | 1.4% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial | Jan 31, 2026 | 994.8K | 11.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 937.4K | 11.0M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.