Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 4.4M | 197.0M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.3M | 103.1M | 3.2% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 1.8M | 80.5M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Feb 28, 2026 | 1.8M | 79.7M | 2.4% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 1.8M | 77.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 74.4M | 2.3% |
| FPA FUNDS TRUST-FPA Crescent Fund | Dec 31, 2025 | 1.7M | 73.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.1M | 48.0M | 1.5% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 938.8K | 41.7M | 1.3% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | Feb 28, 2026 | 863.9K | 38.3M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.