Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.9M | 107.7M | 5.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 1.7M | 64.0M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 56.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.1M | 40.6M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 40.2M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 696.7K | 26.2M | 1.4% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF | Jan 31, 2026 | 569.5K | 21.4M | 1.2% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 565K | 21.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 514.8K | 19.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 447.5K | 16.8M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.