Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Apr 30, 2025 | 15.6M | 144.8M | 6.0% |
| Pacer Funds Trust-Pacer US Cash Cows 100 ETF | Jan 31, 2025 | 11.1M | 103.2M | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 8.1M | 75.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2025 | 6.4M | 59.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2025 | 4.2M | 38.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 3.9M | 36.4M | 1.5% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Mar 31, 2025 | 3.8M | 35.4M | 1.5% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Apr 30, 2025 | 2.5M | 23.5M | 1.0% |
| SPDR SERIES TRUST-SPDR(R) Portfolio S&P 600 Small Cap ETF | Apr 30, 2025 | 2.2M | 20.7M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund | Mar 31, 2025 | 1.7M | 16.0M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.