Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 1.4M | 30.3M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 751.1K | 15.8M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 556.5K | 11.7M | 1.9% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Jan 31, 2026 | 363.2K | 7.6M | 1.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 297.0K | 6.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 269.7K | 5.7M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 260.6K | 5.5M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 227.9K | 4.8M | 0.8% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Feb 28, 2026 | 221.8K | 4.7M | 0.8% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund | Dec 31, 2025 | 215.5K | 4.5M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.