Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 1.8M | 41.2M | 5.8% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 1.8M | 39.8M | 5.6% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Mar 31, 2026 | 1.5M | 32.6M | 4.6% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Mar 31, 2026 | 1.2M | 26.5M | 3.7% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 1.2M | 26.5M | 3.7% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.1M | 24.0M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 859.3K | 19.2M | 2.7% |
| Aegis Funds-Aegis Value Fund | Dec 31, 2025 | 688.0K | 15.4M | 2.2% |
| Delaware Group Equity Funds V-Nomura Small Cap Value Fund | Feb 28, 2026 | 605.3K | 13.6M | 1.9% |
| Franklin Templeton Varbl Insurance Prod. TRT-FRANKLIN SMALL CAP VALUE | Dec 31, 2025 | 494.2K | 11.1M | 1.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.