Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.0M | 97.5M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 991.6K | 48.2M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 775.8K | 37.7M | 2.3% |
| iShares Trust-iShares U.S. Infrastructure ETF | Jan 31, 2026 | 528.0K | 25.7M | 1.6% |
| First Trust Exchange-Traded Fund-First Trust Water ETF | Jan 31, 2026 | 488.3K | 23.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 358.4K | 17.4M | 1.1% |
| Managed Portfolio Series-Nuance Mid Cap Value Fund | Oct 31, 2025 | 336.3K | 16.3M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 328.6K | 16.0M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Jan 31, 2026 | 323.2K | 15.7M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 301.6K | 14.7M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.