Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.5M | 80.4M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 745.9K | 40.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 603.6K | 33.1M | 2.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 564.9K | 31.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 559.1K | 30.7M | 2.2% |
| Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET | Sep 30, 2025 | 485.3K | 26.6M | 2.0% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF | Sep 30, 2025 | 450.6K | 24.7M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 358.6K | 19.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 266.6K | 14.6M | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 263.2K | 14.4M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.