Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Mar 31, 2018 | 8.3M | 70.1M | 8.0% |
| iShares U.S. Aerospace & Defense ETF | Jun 30, 2018 | 4.0M | 38.9M | 3.9% |
| SPDR (R) Ser Tr-SPDR S&P Aerospace & Defense ETF | Jun 30, 2018 | 3.5M | 34.2M | 3.4% |
| Fidelity Mid-Cap Stock Fund | Jun 30, 2018 | 2.4M | 23.1M | 2.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.2M | 19.0M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.9M | 18.1M | 1.8% |
| Fidelity Advisor New Insights Fund | Jun 30, 2018 | 1.6M | 15.2M | 1.5% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 1.5M | 13.7M | 1.4% |
| Wells Fargo Small Company Growth Fd | Jun 30, 2018 | 1.1M | 10.7M | 1.1% |
| Financial Investors Tr-Emerald Growth Fund | Jan 31, 2018 | 1.1M | 10.4M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.