Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Financial Investors Tr-Emerald Banking & Finance Fund | Jan 31, 2018 | 143.1K | 3.3M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 136.6K | 4.4M | 2.0% |
| Resource Real Estate Diversified Income Fd | Dec 31, 2017 | 113.1K | 2.6M | 1.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 70.5K | 1.6M | 1.0% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 62.1K | 2.0M | 0.9% |
| Fidelity Extended Market Index Fund | Jun 30, 2018 | 26.7K | 849.2K | 0.4% |
| iShares Micro Cap ETF | Jun 30, 2018 | 16.5K | 524.8K | 0.2% |
| Vanguard Balanced Index Fund | Dec 31, 2017 | 12.2K | 284.2K | 0.2% |
| Fidelity Total Market Index Fund | Jun 30, 2018 | 8.9K | 284.6K | 0.1% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 6.9K | 160.4K | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.