Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Royce Special Equity Fund | Dec 31, 2017 | 1.4M | 50.5M | 6.0% |
| Fidelity Small Cap Value Fund | Apr 30, 2018 | 1.1M | 41.8M | 4.9% |
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 1.1M | 45.9M | 4.8% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 469.6K | 17.6M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 457.2K | 19.7M | 2.0% |
| Delaware Group Equity Funds V-Small Cap Value Fund | Feb 28, 2018 | 366.1K | 14.5M | 1.6% |
| Fidelity Small Cap Opportunities Fund | Apr 30, 2018 | 348.4K | 13.3M | 1.6% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 288.8K | 12.4M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 268.2K | 10.0M | 1.2% |
| DFA U.S. Micro Cap Series | Jan 31, 2018 | 262.4K | 10.1M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.