Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.8M | 59.1M | 6.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 1.1M | 37.0M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 932.3K | 31.0M | 3.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 707.9K | 23.5M | 2.4% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 705.1K | 23.4M | 2.4% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Feb 28, 2026 | 682.2K | 22.6M | 2.3% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Dec 31, 2025 | 505K | 16.8M | 1.7% |
| AB TRUST-AB Discovery Value Fund | Jan 31, 2026 | 503.0K | 16.7M | 1.7% |
| AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund | Jan 31, 2026 | 376.6K | 12.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund | Jan 31, 2026 | 336.7K | 11.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.