Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 5.7M | 32.1M | 1.8% |
| John Hancock Investment Trust-Small Cap Core Fund | Sep 30, 2025 | 5.4M | 30.4M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.1M | 17.2M | 1.0% |
| Brown Advisory Funds-Brown Advisory Small-Cap Growth Fund | Oct 31, 2025 | 2.5M | 14.1M | 0.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.5M | 14.0M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.3M | 13.1M | 0.7% |
| Principal Funds, Inc-SmallCap Growth Fund I | Jul 31, 2025 | 1.6M | 9.0M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.3M | 7.3M | 0.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.1M | 5.9M | 0.3% |
| BBH Trust-BBH Select Series - Mid Cap Fund | Jul 31, 2025 | 1.0M | 5.7M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.