Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 9.9M | 395.3M | 6.2% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Apr 30, 2026 | 7.7M | 305.8M | 4.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.0M | 159.9M | 2.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 3.3M | 132.8M | 2.1% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 3.1M | 123.2M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.9M | 115.0M | 1.8% |
| VanEck ETF Trust-VanEck Oil Services ETF | Apr 30, 2026 | 2.2M | 87.6M | 1.4% |
| NEW ECONOMY FUND | Mar 31, 2026 | 1.7M | 67.4M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.6M | 65.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.6M | 65.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.