Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.0M | 335.3M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 175.7M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 777.5K | 133.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 735.1K | 126.3M | 2.3% |
| Conestoga Funds-Conestoga Small Cap Fund | Dec 31, 2025 | 626.9K | 107.7M | 2.0% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 466.6K | 80.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 415.2K | 71.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 349.1K | 60.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 317.7K | 54.6M | 1.0% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 300.7K | 51.7M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.