Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Aug 31, 2026 | 735.4K | 82.9M | 4.1% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2026 | 537.5K | 60.6M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 366.2K | 41.3M | 2.0% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Jun 30, 2026 | 326.1K | 36.7M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Aug 31, 2026 | 314.9K | 35.5M | 1.8% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Jun 30, 2026 | 216.6K | 24.4M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Aug 31, 2026 | 201.7K | 22.7M | 1.1% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Jun 30, 2026 | 157.6K | 17.8M | 0.9% |
| Vanguard Explorer Fund | Jul 31, 2026 | 156.4K | 17.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 138.0K | 15.6M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.