Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.1M | 3.6B | 6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 1.8B | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 800.9K | 1.4B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 736.6K | 1.3B | 2.2% |
| Fidelity Contrafund-Fidelity Advisor New Insights Fund | Feb 28, 2026 | 614.3K | 1.1B | 1.8% |
| Variable Insurance Products Fund II-VIP Contrafund Portfolio | Feb 28, 2026 | 589.6K | 1.0B | 1.7% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 573.0K | 1.0B | 1.7% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 564.8K | 999.7M | 1.7% |
| MUTUAL FUND SERIES TRUST-Eventide Gilead Fund | Dec 31, 2025 | 460.7K | 815.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 415.0K | 734.6M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.