Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.8M | 70.4M | 6.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 1.1M | 44.0M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 932.3K | 36.9M | 3.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 707.9K | 28.0M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 705.1K | 27.9M | 2.4% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Jan 31, 2026 | 654.8K | 25.9M | 2.2% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 505K | 20.0M | 1.7% |
| AB TRUST-AB Discovery Value Fund | Jan 31, 2026 | 503.0K | 19.9M | 1.7% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 376.6K | 14.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund | Jan 31, 2026 | 336.7K | 13.3M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.