Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Mar 31, 2018 | 6.1M | 207.5M | 6.2% |
| Amcap Fund | Jun 30, 2018 | 2.9M | 88.6M | 2.9% |
| New Economy Fund (The) | Jun 30, 2018 | 2.4M | 74.2M | 2.5% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 2.0M | 63.2M | 2.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.0M | 74.6M | 2.0% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 2.0M | 73.1M | 2.0% |
| SPDR (R) Ser Tr-S&P Bank ETF | Jun 30, 2018 | 1.4M | 43.0M | 1.4% |
| Fidelity Advisor Small Cap Fund | May 31, 2018 | 1.3M | 39.3M | 1.3% |
| Janus Henderson Triton Fund | Jun 30, 2018 | 1.2M | 36.0M | 1.2% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 1.1M | 41.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.