Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.5M | 142.0M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 841.2K | 77.8M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 831.7K | 76.9M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 667.1K | 61.7M | 2.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 629.7K | 58.3M | 2.4% |
| AMG Funds IV-AMG River Road Small Cap Value Fund | Jul 31, 2025 | 413.6K | 38.3M | 1.6% |
| Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund | Jul 31, 2025 | 324.1K | 30.0M | 1.2% |
| JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND | Sep 30, 2025 | 290.9K | 26.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 282.0K | 26.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 262.3K | 24.3M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.