Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 9.2M | 237.8M | 3.8% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Dec 31, 2025 | 5.3M | 135.8M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.6M | 118.5M | 1.9% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 3.6M | 92.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.3M | 85.4M | 1.4% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Mar 31, 2026 | 2.6M | 67.4M | 1.1% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Dec 31, 2025 | 2.6M | 67.1M | 1.1% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jan 31, 2026 | 2.4M | 61.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.1M | 55.1M | 0.9% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund | Mar 31, 2026 | 1.9M | 47.8M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.