Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 4.9M | 147.8M | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.4M | 72.5M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.0M | 60.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.7M | 52.8M | 2.2% |
| Professionally Managed Portfolios-Congress Small Cap Growth Fund | Feb 28, 2026 | 1.2M | 35.8M | 1.5% |
| Vanguard Explorer Fund | Oct 31, 2025 | 1.0M | 31.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 991.6K | 29.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 872.5K | 26.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Dec 31, 2025 | 805.6K | 24.3M | 1.0% |
| Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com | Dec 31, 2025 | 769.5K | 23.2M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.