Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 19.4M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 822.5K | 14.9M | 1.6% |
| BlackRock Funds-BlackRock Advantage Small Cap Core Fund | Aug 31, 2025 | 465.8K | 8.4M | 0.9% |
| T. Rowe Price Health Sciences Fund, Inc. | Sep 30, 2025 | 365.5K | 6.6M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 358.9K | 6.5M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 329.2K | 5.9M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 288.7K | 5.2M | 0.5% |
| Bruce Fund, Inc.-BRUCE FUND | Sep 30, 2025 | 279.3K | 5.0M | 0.5% |
| Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund | Jul 31, 2025 | 244.2K | 4.4M | 0.5% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF | Sep 30, 2025 | 212.1K | 3.8M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.