Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.0M | 246.5M | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 531.8K | 130.8M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 420.6K | 103.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 381.3K | 93.8M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 245.9K | 60.5M | 1.4% |
| Vanguard Explorer Fund | Oct 31, 2025 | 231.8K | 57.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 179.6K | 44.2M | 1.0% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 170.6K | 42.0M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 171.2K | 42.1M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 151.3K | 37.2M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.