Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.5M | 32.3M | 3.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 940.5K | 20.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 767.2K | 17.0M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 584.2K | 13.0M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 530.7K | 11.8M | 1.4% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC-Small Company Fund | Dec 31, 2025 | 369.0K | 8.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 341.7K | 7.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 259.4K | 5.8M | 0.7% |
| LORD ABBETT SECURITIES TRUST-Lord Abbett Value Opportunities Fund | Oct 31, 2025 | 257.7K | 5.7M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 235.2K | 5.2M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.