Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.1M | 138.6M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.0M | 67.4M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.5M | 50.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 48.4M | 2.0% |
| Advisers Investment Trust-State Farm Growth Fund | Dec 31, 2025 | 1.2M | 41.3M | 1.7% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 1.1M | 37.2M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 935.2K | 31.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 743.2K | 24.8M | 1.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 676.3K | 22.6M | 0.9% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Jan 31, 2026 | 669.0K | 22.4M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.