Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 2.8M | 231.6M | 5.6% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 1.9M | 160.3M | 3.9% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 1.7M | 140.6M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.3M | 111.2M | 2.7% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 1.2M | 98.6M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.2M | 97.8M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 982.8K | 82.0M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 954.4K | 79.6M | 1.9% |
| VanEck ETF Trust-VanEck Oil Services ETF | Feb 28, 2026 | 760.0K | 63.4M | 1.5% |
| Third Avenue Trust-THIRD AVENUE VALUE FUND | Jan 31, 2026 | 677.4K | 56.5M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.