Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 7.8M | 276.7M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.0M | 142.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.0M | 107.1M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.9M | 104.2M | 2.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 2.9M | 101.7M | 2.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.5M | 87.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.9M | 68.5M | 1.4% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | Sep 30, 2025 | 1.6M | 55.8M | 1.2% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Intrinsic Value Fund | Sep 30, 2025 | 1.5M | 52.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 50.9M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.