Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 4.9M | 103.1M | 7.2% |
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 3.6M | 81.1M | 5.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.7M | 25.0M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.6M | 24.6M | 2.4% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.4M | 32.6M | 2.1% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 1.4M | 24.5M | 2.0% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.0M | 15.4M | 1.5% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 969.7K | 21.8M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 914.3K | 13.7M | 1.4% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 647.9K | 14.6M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.