Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 2.7M | 86.7M | 5.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 45.8M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.1M | 35.6M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 499.0K | 15.8M | 1.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 456.0K | 14.4M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 451.2K | 14.3M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Mar 31, 2026 | 412.6K | 13.0M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 398.0K | 12.6M | 0.8% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Mar 31, 2026 | 342.1K | 10.8M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund | Dec 31, 2025 | 307.8K | 9.7M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.