Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| IMPAX FUNDS SERIES TRUST I-Impax Small Cap Fund | Mar 31, 2026 | 1.2M | 4.0M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 890.6K | 2.8M | 1.2% |
| iShares Trust-iShares Russell 2000 ETF | Apr 30, 2026 | 711.6K | 2.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2026 | 336.4K | 1.1M | 0.5% |
| Clearwater Investment Trust-Clearwater Select Equity Fund | Mar 31, 2026 | 292.3K | 935.3K | 0.4% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 279.0K | 892.7K | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Small & Mid Cap Enhanced Eqy. ET | Mar 31, 2026 | 237.1K | 758.6K | 0.3% |
| iShares Trust-iShares Russell 2000 Value ETF | Apr 30, 2026 | 219.3K | 701.8K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jan 31, 2026 | 193.2K | 618.2K | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jan 31, 2026 | 180.2K | 576.5K | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.