Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 2.0M | 60.8M | 5.3% |
| Fidelity Mid-Cap Stock Fund | Jun 30, 2018 | 1.1M | 34.8M | 3.0% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 863.6K | 20.7M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 768.9K | 23.9M | 2.1% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 527.1K | 16.4M | 1.4% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 507.6K | 15.9M | 1.4% |
| Heartland Value Fund | Mar 31, 2018 | 500K | 12.2M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 486.7K | 11.7M | 1.3% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 461.5K | 9.5M | 1.3% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 412.9K | 8.5M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.