Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.1M | 262.7M | 5.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 139.7M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 100.2M | 1.9% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Dec 31, 2025 | 1.1M | 90.0M | 1.7% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 1.1M | 89.1M | 1.7% |
| Ariel Investment Trust-Ariel Fund | Dec 31, 2025 | 785.1K | 66.0M | 1.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 787.7K | 66.2M | 1.3% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Dec 31, 2025 | 780.2K | 65.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 768.9K | 64.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 559.2K | 47.0M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.