Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.3M | 2.7B | 6.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 2.7M | 1.7B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 1.4B | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.7M | 1.1B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 1.0B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.0M | 660.9M | 1.5% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Dec 31, 2025 | 989.7K | 629.5M | 1.4% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Dec 31, 2025 | 902.6K | 574.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 766.7K | 487.6M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 698.9K | 444.5M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.