Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 4.9M | 89.1M | 3.7% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 3.5M | 73.2M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.2M | 56.0M | 2.4% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 3.1M | 55.4M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 3.0M | 53.2M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 2.8M | 58.8M | 2.1% |
| Delaware Group Equity Funds V-Small Cap Value Fund | Feb 28, 2018 | 2.6M | 37.9M | 2.0% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 2.0M | 34.6M | 1.5% |
| Royce Special Equity Fund | Dec 31, 2017 | 1.8M | 31.4M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.7M | 28.9M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.