Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 7.6M | 61.2M | 6.0% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 4.9M | 39.2M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.0M | 32.0M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.0M | 24.2M | 2.4% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 3.0M | 24.1M | 2.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.5M | 12.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 10.9M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Jan 31, 2026 | 1.2M | 9.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.2M | 9.9M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 1.2M | 9.2M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.