Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 5.1M | 32.6M | 6.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Jan 31, 2026 | 3.9M | 25.1M | 4.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 3.4M | 21.9M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.7M | 17.2M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.0M | 12.9M | 2.4% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Feb 28, 2026 | 1.3M | 8.4M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 1.2M | 7.9M | 1.5% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jan 31, 2026 | 1.0M | 6.6M | 1.2% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Nov 30, 2025 | 1.0M | 6.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 915.4K | 5.8M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.