Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Longleaf Partners Small-Cap Fund | Dec 31, 2017 | 3.8M | 232.4M | 6.3% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.5M | 79.1M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.3M | 82.0M | 2.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.3M | 81.7M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.2M | 62.6M | 1.9% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 734.6K | 45.4M | 1.2% |
| Franklin Custodian Funds-Growth Fund | Dec 31, 2017 | 700K | 43.2M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 691.1K | 42.7M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 636.1K | 34.6M | 1.1% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 521.4K | 28.3M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.