Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 782.1K | 72.7M | 3.2% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 660K | 61.4M | 2.7% |
| SmallCap World Fund Inc | Dec 31, 2025 | 622.2K | 57.9M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 575.4K | 53.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 558.0K | 51.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 360.1K | 33.5M | 1.5% |
| AMG Funds IV-AMG River Road Small Cap Value Fund | Jan 31, 2026 | 338.0K | 31.4M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 265.6K | 24.7M | 1.1% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 257.9K | 24.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 237.4K | 22.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.