Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Heartland Value Fund | Mar 31, 2018 | 3M | 11.5M | 3.5% |
| Primecap Odyssey Growth Fund | Jun 30, 2018 | 2.8M | 9.4M | 3.3% |
| Exchange Traded Concepts Tr-Global Robotics & Automation Index ETF | Jun 30, 2018 | 2.2M | 7.4M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.9M | 7.1M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.8M | 6.1M | 2.1% |
| Primecap Odyssey Aggressive Growth Fund | Jun 30, 2018 | 1.7M | 5.6M | 1.9% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.6M | 5.8M | 1.9% |
| Global X Fds-Global X Robotics & Artificial Intelligence Thematic ETF | Jun 30, 2018 | 1.6M | 5.3M | 1.8% |
| Neuberger & Berman Intrinsic Value Fd | Jun 30, 2018 | 1.4M | 4.9M | 1.7% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.2M | 4.4M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.