Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 1.8M | 113.3M | 5.9% |
| Delaware Group Equity Funds V-Macquarie Small Cap Core Fund | Aug 31, 2025 | 1.2M | 76.1M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 63.3M | 3.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 789.3K | 49.0M | 2.5% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 775K | 48.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 743.1K | 46.2M | 2.4% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 478.5K | 29.7M | 1.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Oct 31, 2025 | 477.7K | 29.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 476.0K | 29.6M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 468.9K | 29.1M | 1.5% |
Access
Holders
data via our API — starting from the
Ultra plan.