Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 1.2M | 13.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 13.3M | 3.0% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Fund | Dec 31, 2025 | 1.1M | 12.8M | 2.8% |
| Datum One Series Trust-BRANDES SMALL CAP VALUE FUND | Dec 31, 2025 | 1.0M | 11.3M | 2.5% |
| ROYCE FUND-Royce Small-Cap Opportunity Fund | Dec 31, 2025 | 902.1K | 10.1M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 898.3K | 10.1M | 2.2% |
| WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund | Dec 31, 2025 | 608.0K | 6.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 409.4K | 4.6M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 365.7K | 4.1M | 0.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 296.0K | 3.3M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.