Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Mar 31, 2018 | 1.5M | 106.9M | 3.0% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.3M | 105.0M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.2M | 90.0M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.2M | 87.3M | 2.3% |
| SPDR (R) Ser Tr-S&P Regional Banking ETF | Jun 30, 2018 | 1.0M | 80.2M | 2.0% |
| Price (T.Rowe) New Horizons Fund | Jun 30, 2018 | 858.6K | 68.3M | 1.7% |
| Price (T.Rowe) Small-Cap Value Fund | Jun 30, 2018 | 777K | 61.8M | 1.6% |
| Carillon Ser Tr-Carillon Eagle Small Cap Growth Fund | Jun 30, 2018 | 710.6K | 56.5M | 1.4% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 656.3K | 54.9M | 1.3% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 659.2K | 49.6M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan.