Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Apr 30, 2026 | 15.8M | 3.8B | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 8.3M | 2.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 6.0M | 1.4B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.8M | 917.1M | 1.5% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 3.8M | 922.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 2.9M | 697.2M | 1.1% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Health Care AlphaDEX Fd. | Apr 30, 2026 | 2.5M | 606.5M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Apr 30, 2026 | 2.4M | 581.2M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Apr 30, 2026 | 2.4M | 567.6M | 0.9% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Mar 31, 2026 | 2.0M | 468.0M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.