Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2026 | 21.1M | 238.3M | 5.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Aug 31, 2026 | 14.6M | 165.0M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 12.1M | 136.3M | 3.2% |
| AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund | Jul 31, 2026 | 10.8M | 122.3M | 2.8% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Jun 30, 2026 | 9.6M | 108.9M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Aug 31, 2026 | 9.0M | 101.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 8.7M | 98.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Jun 30, 2026 | 5.5M | 62.4M | 1.5% |
| VanEck ETF Trust-VanEck Oil Services ETF | Aug 31, 2026 | 5.5M | 62.3M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2026 | 5.1M | 58.0M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.