Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 3.3M | 161.8M | 6.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 2.0M | 100.1M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 84.7M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.3M | 65.7M | 2.4% |
| Trust for Professional Managers-Mairs & Power Growth Fund | Mar 31, 2026 | 1.3M | 65.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 60.8M | 2.3% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 900K | 44.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 791.4K | 39.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 583.6K | 28.9M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Mar 31, 2026 | 534.4K | 26.5M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.