Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JP Morgan Small Cap Equity Fund | Jun 30, 2018 | 1.1M | 50.0M | 3.6% |
| Neuberger & Berman Genesis Fund | Jun 30, 2018 | 844.7K | 37.1M | 2.7% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 629.0K | 27.6M | 2.0% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 593.3K | 28.7M | 1.9% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 563.7K | 27.3M | 1.8% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 481.2K | 21.1M | 1.5% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 468.2K | 23.9M | 1.5% |
| Columbia Acorn Fund | Mar 31, 2018 | 385.2K | 17.7M | 1.2% |
| Vanguard Explorer Fund, Inc. | Jan 31, 2018 | 377.5K | 19.3M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 343.4K | 16.6M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.