Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 98.7M | 3.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 840.1K | 79.0M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 780.7K | 73.4M | 2.3% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 779.5K | 73.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 755.1K | 71.0M | 2.3% |
| SmallCap World Fund Inc | Dec 31, 2025 | 680.8K | 64.0M | 2.0% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 548K | 51.5M | 1.6% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 532.6K | 50.1M | 1.6% |
| NEW ECONOMY FUND | Dec 31, 2025 | 469.7K | 44.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 426.5K | 40.1M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.