Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.2M | 11.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 11.2M | 3.0% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | Dec 31, 2025 | 1.1M | 10.7M | 2.8% |
| Datum One Series Trust-BRANDES SMALL CAP VALUE FUND | Dec 31, 2025 | 1.0M | 9.5M | 2.5% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 902.1K | 8.5M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 898.3K | 8.5M | 2.2% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund | Dec 31, 2025 | 608.0K | 5.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 409.4K | 3.9M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 365.7K | 3.5M | 0.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 296.0K | 2.8M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.