Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 13.2M | 285.7M | 5.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.3M | 156.8M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.5M | 118.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.5M | 75.5M | 1.4% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 3.5M | 75.0M | 1.4% |
| SmallCap World Fund Inc | Sep 30, 2025 | 3.1M | 65.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.4M | 52.4M | 1% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 2.4M | 52.0M | 1.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 2.4M | 50.9M | 1.0% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Sep 30, 2025 | 2.1M | 44.5M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.