Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.8M | 54.6M | 5.9% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 2.2M | 42.7M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 27.6M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 22.5M | 2.4% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.1M | 21.8M | 2.4% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Oct 31, 2025 | 674.9K | 13.4M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 524.8K | 10.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 488.0K | 9.7M | 1.1% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC-Small Company Fund | Sep 30, 2025 | 461.1K | 9.1M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 458.3K | 9.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.