Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund | Sep 30, 2025 | 1.8M | 26.6M | 8.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 576.3K | 8.5M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 319.2K | 4.7M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 163.5K | 2.4M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 157.2K | 2.3M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 134.2K | 2.0M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Sep 30, 2025 | 113.1K | 1.7M | 0.5% |
| WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund | Sep 30, 2025 | 105.1K | 1.5M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 99.7K | 1.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 72.9K | 1.1M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.