Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) New Horizons Fund | Jun 30, 2018 | 2.4M | 299.0M | 11.0% |
| Fidelity Growth Company Fund | Jun 30, 2018 | 1.0M | 129.8M | 4.8% |
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 1.0M | 127.2M | 4.7% |
| Fidelity Blue Chip Growth Fund | Jun 30, 2018 | 772.3K | 96.7M | 3.6% |
| Trust for Advised Port-Miller Opportunity Trust | Jun 30, 2018 | 700K | 87.7M | 3.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 461.1K | 35.0M | 2.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 458.7K | 34.8M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 410.3K | 51.4M | 1.9% |
| Fidelity Series Blue Chip Growth Fund | Jun 30, 2018 | 335.8K | 42.1M | 1.6% |
| iShares S&P Small Cap 600 Growth Index ETF | Jun 30, 2018 | 305.1K | 38.2M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.