Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Amcap Fund | Jun 30, 2018 | 4.4M | 96.0M | 3.9% |
| Smallcap World Fund | Mar 31, 2018 | 3.4M | 51.8M | 3.1% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 2.7M | 59.3M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.7M | 51.2M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 2.6M | 49.3M | 2.3% |
| SPDR (R) Ser Tr-SPDR (R) S&P (R) Oil & Gas Explor & Prod ETF | Jun 30, 2018 | 2.2M | 48.6M | 2% |
| Delaware Group Equity Funds V-Small Cap Value Fund | Feb 28, 2018 | 2.0M | 32.5M | 1.8% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 1.7M | 35.6M | 1.5% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 1.5M | 31.5M | 1.4% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 1.5M | 28.3M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.