Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Baron Growth Fund | Dec 31, 2017 | 2.0M | 174.4M | 4.7% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.1M | 93.9M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.1M | 91.7M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.0M | 89.6M | 2.4% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 842.4K | 71.6M | 2.0% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 663.4K | 57.0M | 1.5% |
| Fidelity Small Cap Opportunities Fund | Apr 30, 2018 | 604.7K | 48.4M | 1.4% |
| Vanguard Strategic Equity Fund | Dec 31, 2017 | 577.2K | 49.6M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 567.2K | 48.7M | 1.3% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 511.6K | 43.5M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.