Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 4.9M | 8.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.7M | 8.3M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 3.9M | 6.8M | 1.9% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund | Mar 31, 2026 | 3.6M | 6.3M | 1.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Mar 31, 2026 | 2.9M | 5.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.7M | 2.9M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.6M | 2.8M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.4M | 2.5M | 0.7% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 1.2M | 2.1M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 972.6K | 1.7M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.