Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 576.5K | 54.0M | 4.2% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Apr 30, 2026 | 527.9K | 49.5M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 364.0K | 34.1M | 2.6% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Dec 31, 2025 | 356.7K | 33.4M | 2.6% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 349.0K | 32.7M | 2.5% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 338.2K | 31.7M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 178.7K | 16.7M | 1.3% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 171.3K | 16.1M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | Apr 30, 2026 | 126.2K | 11.8M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 125.9K | 11.8M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.