Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Putnam Fds Tr-Putnam Capital Spectrum Fd | Jan 31, 2018 | 8.7M | 421.2M | 18.0% |
| Putnam Fds Tr-Putnam Equity Spectrum Fd | Jan 31, 2018 | 3.3M | 159.2M | 6.8% |
| Thornburg Investment Trust-Thornburg Global Opportunities Fund | Dec 31, 2017 | 1.0M | 51.1M | 2.2% |
| Brown Advisory Fds-Brown Advisory Small Cap Fund Value Fd | Jun 30, 2018 | 905.2K | 34.7M | 1.9% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 872.6K | 42.7M | 1.8% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 871.1K | 42.7M | 1.8% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 625.5K | 30.6M | 1.3% |
| Principal Mid Cap Fund | Jun 30, 2018 | 618.8K | 23.7M | 1.3% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 540.2K | 26.4M | 1.1% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 486.4K | 23.5M | 1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.