Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 15.7M | 86.0M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.2M | 45.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.9M | 32.3M | 2.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 5.0M | 27.7M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.8M | 20.9M | 1.5% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Dec 31, 2025 | 3.7M | 20.3M | 1.4% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Health Care AlphaDEX Fd. | Jan 31, 2026 | 2.9M | 15.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.8M | 15.4M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Jan 31, 2026 | 2.5M | 13.9M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Jan 31, 2026 | 2.4M | 12.9M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.