Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 405.7K | 19.2M | 3.1% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Dec 31, 2025 | 345.7K | 16.4M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 320.3K | 15.2M | 2.5% |
| Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund | Mar 31, 2026 | 277.7K | 13.2M | 2.2% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC-Small Company Fund | Dec 31, 2025 | 151.8K | 7.2M | 1.2% |
| ProShares Trust-ProShares S&P Technology Dividend Aristocrats ETF | Mar 31, 2026 | 149.8K | 7.1M | 1.2% |
| ProShares Trust-ProShares Russell 2000 Dividend Growers ETF | Mar 31, 2026 | 138.6K | 6.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 128.7K | 6.1M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 116.0K | 5.5M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Feb 28, 2026 | 87.3K | 4.1M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.