Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Sep 30, 2025 | 3.3M | 179.7M | 5.1% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.9M | 155.3M | 4.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 91.4M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 60.7M | 1.7% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 1.1M | 59.7M | 1.7% |
| ETF Series Solutions-Bahl & Gaynor Small/Mid Cap Income Growth ETF | Sep 30, 2025 | 731.3K | 39.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 632.4K | 34.1M | 1.0% |
| IMPAX FUNDS SERIES TRUST I-Impax Small Cap Fund | Sep 30, 2025 | 600K | 32.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 529.4K | 28.6M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 442.0K | 23.9M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.