Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 3.5M | 93.7M | 3.1% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 3.0M | 110.3M | 2.6% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 2.9M | 105.3M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.5M | 74.4M | 2.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 2.5M | 72.4M | 2.2% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.6M | 46.3M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.4M | 41.9M | 1.3% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 1.3M | 34.9M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 1.3M | 48.1M | 1.1% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 1.3M | 33.3M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.