Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 7.5M | 157.7M | 5.9% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 7.2M | 150.0M | 5.6% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 4.4M | 92.1M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 75.1M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.8M | 57.7M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 54.6M | 2.0% |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | Jan 31, 2026 | 1.9M | 38.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.7M | 35.3M | 1.3% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 1.6M | 34.0M | 1.3% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Dec 31, 2025 | 1.6M | 32.6M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.