Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 3.4M | 51.0M | 0 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.5M | 53.2M | 0 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 2.9M | 44.3M | 0 |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Sep 30, 2025 | 2.6M | 39.1M | 0 |
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 9.8M | 147.9M | 0 |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 8.6M | 130.1M | 0 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.3M | 110.2M | 0 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.5M | 83.1M | 0 |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 4.7M | 71.0M | 0 |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | Jul 31, 2025 | 3.5M | 52.6M | 0 |
Access
Holders
data via our API — starting from the
Ultra plan.