Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.7M | 401.7M | 6.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 2.5M | 279.6M | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.9M | 209.3M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.4M | 157.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.4M | 151.3M | 2.3% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Jan 31, 2026 | 979.4K | 107.4M | 1.6% |
| Delaware Group Equity Funds V-Nomura Small Cap Core Fund | Nov 30, 2025 | 971.0K | 106.5M | 1.6% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | Dec 31, 2025 | 912.9K | 100.1M | 1.5% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 792.0K | 86.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 779.1K | 85.5M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.