Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Franklin Value Investors Trust-Franklin Small Cap Value | Jan 31, 2018 | 1.4M | 42.6M | 3.2% |
| JP Morgan Value Advantage Fund | Jun 30, 2018 | 1.4M | 58.1M | 3.1% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.2M | 50.1M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.1M | 37.3M | 2.6% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.1M | 35.5M | 2.4% |
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2018 | 983.9K | 42.1M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 933.9K | 40.0M | 2.1% |
| Franklin Templeton VIP-Small Cap Value VIP Fund | Dec 31, 2017 | 744.7K | 24.9M | 1.7% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 694.5K | 23.2M | 1.6% |
| Advanced Series Tr-AST/Prudential Growth Allocation Port | Mar 31, 2018 | 677.5K | 19.7M | 1.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.