Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Feb 28, 2026 | 7.6M | 103.2M | 4.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Feb 28, 2026 | 4.9M | 66.4M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.8M | 51.1M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.1M | 41.9M | 1.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 2.0M | 27.5M | 1.2% |
| SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti | Feb 28, 2026 | 2.0M | 27.1M | 1.2% |
| NEW YORK LIFE INVESTMENTS Fd.S-NYLI MacKay High Yield Corporate Bond F | Jan 31, 2026 | 1.8M | 24.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 18.4M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 1.3M | 16.9M | 0.7% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Feb 28, 2026 | 1.2M | 16.6M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.