Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 4.8M | 109.1M | 5.8% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 3.9M | 87.8M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.6M | 59.6M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.1M | 47.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.0M | 44.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.3M | 28.7M | 1.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.2M | 26.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 897.3K | 20.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 828.1K | 18.7M | 1.0% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Sep 30, 2025 | 755.1K | 17.1M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.