Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 4.6M | 183.0M | 6.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 4.3M | 173.8M | 5.7% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 3.0M | 120.3M | 4.0% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Feb 28, 2026 | 2.8M | 114.2M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.4M | 96.5M | 3.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 1.8M | 72.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 69.9M | 2.3% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Mar 31, 2026 | 1.5M | 58.9M | 1.9% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 1.4M | 56.1M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.1M | 45.1M | 1.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.