Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.8M | 162.0M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 86.6M | 3.3% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 1.2M | 70.4M | 2.7% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 1.1M | 65.8M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 63.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 61.0M | 2.3% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 807.5K | 46.8M | 1.8% |
| Calvert Impact Fund, Inc.-Calvert Small-Cap Fund | Dec 31, 2025 | 703.2K | 40.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 592.9K | 34.4M | 1.3% |
| SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF | Jan 31, 2026 | 571.8K | 33.2M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.