Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 1.7M | 369.7M | 14.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 915.9K | 198.4M | 7.5% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Mar 31, 2026 | 851.8K | 184.5M | 7.0% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 696.9K | 151.0M | 5.7% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Feb 28, 2026 | 593.6K | 128.6M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 304.6K | 66.0M | 2.5% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Feb 28, 2026 | 298.9K | 64.7M | 2.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 277.6K | 60.1M | 2.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 269.9K | 58.5M | 2.2% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Mar 31, 2026 | 258.4K | 56.0M | 2.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.