Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.7M | 81.2M | 6.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 902.5K | 42.4M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 698.7K | 32.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 652.3K | 30.7M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 587.8K | 27.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 419.9K | 19.7M | 1.5% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | Nov 30, 2025 | 420.0K | 19.7M | 1.5% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 385K | 18.1M | 1.4% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | Jan 31, 2026 | 333.2K | 15.7M | 1.2% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 320.4K | 15.1M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.