Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 2.5M | 182.8M | 4.7% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Mar 31, 2026 | 2.4M | 176.2M | 4.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 123.1M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.3M | 93.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 88.3M | 2.3% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | Dec 31, 2025 | 1.1M | 81.9M | 2.1% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 1.1M | 79.1M | 2.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 998.1K | 73.9M | 1.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 850.4K | 62.9M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 769.2K | 56.9M | 1.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.