Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Ivy Science & Technology Fund | Dec 31, 2017 | 1.2M | 176.9M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.0M | 149.3M | 2.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 995.7K | 145.7M | 2.1% |
| Primecap Odyssey Growth Fund | Jun 30, 2018 | 615K | 43.0M | 1.3% |
| Primecap Odyssey Aggressive Growth Fund | Jun 30, 2018 | 609.5K | 42.6M | 1.3% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 562.9K | 82.4M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 535.6K | 78.4M | 1.1% |
| PGIM Jennison Mid-Cap Growth Fd | Jun 30, 2018 | 430.9K | 30.1M | 0.9% |
| Wells Fargo Discovery Fd | Jun 30, 2018 | 313.5K | 21.9M | 0.7% |
| JP Morgan U.S. Equity Fund | Jun 30, 2018 | 254.4K | 17.8M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.