Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.9M | 63.0M | 6% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Dec 31, 2025 | 1.4M | 47.3M | 4.5% |
| MUTUAL FUND SERIES TRUST-Eventide Gilead Fund | Dec 31, 2025 | 1.3M | 44.5M | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 935.7K | 30.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 745.0K | 24.6M | 2.4% |
| MFS SERIES TRUST I-MFS New Discovery Fund | Nov 30, 2025 | 538.9K | 17.8M | 1.7% |
| Principal Funds, Inc-SmallCap Fund | Jan 31, 2026 | 526.8K | 17.4M | 1.7% |
| MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund | Dec 31, 2025 | 517.2K | 17.1M | 1.6% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | Nov 30, 2025 | 416.1K | 13.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 339.2K | 11.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.