Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | Mar 31, 2026 | 1.8M | 72.3M | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.2M | 47.6M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 831.3K | 34.0M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 779.7K | 31.9M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 535.2K | 21.9M | 1.5% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | Feb 28, 2026 | 482.6K | 19.8M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 412.7K | 16.9M | 1.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Apr 30, 2026 | 407.7K | 16.7M | 1.1% |
| Templeton Global Smaller Companies Fund | Feb 28, 2026 | 385.4K | 15.8M | 1.1% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Tota | Dec 31, 2025 | 380.0K | 15.6M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.