Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.6M | 101.8M | 6.0% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 866.1K | 55.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 836.1K | 53.9M | 3.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 648.3K | 41.8M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 630.5K | 40.7M | 2.4% |
| AMG Funds IV-AMG River Road Small Cap Value Fund | Jan 31, 2026 | 387.6K | 25.0M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 282.6K | 18.2M | 1.1% |
| JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND | Dec 31, 2025 | 272.9K | 17.6M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 255.4K | 16.5M | 1.0% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Jan 31, 2026 | 250.5K | 16.2M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.