Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.5M | 105.9M | 6.1% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jan 31, 2026 | 1.8M | 76.3M | 4.4% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 1.7M | 73.4M | 4.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 1.4M | 61.1M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 55.1M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 45.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 921.4K | 39.8M | 2.3% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 826.5K | 35.7M | 2.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 702.9K | 30.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 595.3K | 25.7M | 1.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.