Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jul 31, 2026 | 4.5M | 228.6M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 2.4M | 119.4M | 3.2% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap | Jun 30, 2026 | 2.0M | 98.7M | 2.6% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | May 31, 2026 | 1.8M | 89.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.7M | 86.2M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jul 31, 2026 | 1.5M | 74.3M | 2.0% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Jun 30, 2026 | 1.0M | 51.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 985.7K | 49.8M | 1.3% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Jun 30, 2026 | 952.9K | 48.1M | 1.3% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | May 31, 2026 | 926.3K | 46.8M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.