Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 12.2M | 2.8% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Sep 30, 2025 | 947.5K | 10.1M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 939.9K | 10.1M | 2.4% |
| Datum One Series Trust-BRANDES SMALL CAP VALUE FUND | Sep 30, 2025 | 862.8K | 9.2M | 2.2% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | Sep 30, 2025 | 815.4K | 8.7M | 2.0% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 661.1K | 7.1M | 1.7% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund | Sep 30, 2025 | 608.0K | 6.5M | 1.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 404.7K | 4.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 384.1K | 4.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 379.0K | 4.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.