Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares U.S. Infrastructure ETF | Jan 31, 2026 | 2.2M | 35.7M | 3.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.8M | 29.9M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 25.8M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.3M | 20.9M | 1.8% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | Oct 31, 2025 | 1.2M | 20.2M | 1.7% |
| Third Avenue Trust-THIRD AVENUE SMALL-CAP VALUE FUND | Oct 31, 2025 | 787.9K | 12.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 584.3K | 9.5M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 526.9K | 8.6M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 460.2K | 7.5M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Oct 31, 2025 | 403.8K | 6.6M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.