Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 6.0M | 148.6M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.9M | 97.3M | 3.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 3.3M | 82.2M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 3.2M | 79.9M | 2.5% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 2.2M | 53.6M | 1.7% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 2.0M | 48.7M | 1.5% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Apr 30, 2026 | 1.6M | 38.6M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Telecom ETF | Apr 30, 2026 | 1.5M | 36.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 35.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 35.6M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.