Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Sep 30, 2025 | 1.2M | 310.0M | 7.2% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 977.5K | 254.2M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 529.7K | 137.7M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 404.7K | 105.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 398.0K | 103.5M | 2.4% |
| Conestoga Funds-Conestoga Small Cap Fund | Sep 30, 2025 | 325.1K | 84.5M | 2.0% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 260.7K | 67.8M | 1.6% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Sep 30, 2025 | 240.6K | 62.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 222.9K | 57.9M | 1.3% |
| Calvert Impact Fund, Inc.-Calvert Small-Cap Fund | Sep 30, 2025 | 199.4K | 51.8M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.