Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 3.9M | 260.4M | 3.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Dec 31, 2025 | 3.5M | 233.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.5M | 233.6M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 2.8M | 186.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.7M | 175.0M | 2.4% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Nov 30, 2025 | 2.2M | 147.2M | 2.0% |
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | Dec 31, 2025 | 2.2M | 144.4M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.7M | 112.0M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Oct 31, 2025 | 1.6M | 104.4M | 1.4% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Oct 31, 2025 | 1.5M | 97.8M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan.