Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Small Cap Value Fund | Jul 31, 2021 | 926.2K | 21.6M | 5.0% |
| Hartford/Schroders U.S. Small Cap Opportunities Fd | Jul 31, 2021 | 86.3K | 2.0M | 0.5% |
| iShares Russell 1000 Value ETF | Aug 31, 2021 | 64.0K | 1.7M | 0.3% |
| Nuveen Core Equity Alpha Fund | Aug 31, 2021 | 58.7K | 1.5M | 0.3% |
| iShares Russell Midcap ETF | Aug 31, 2021 | 58.7K | 1.5M | 0.3% |
| Gabelli Global Utility & Income Trust | Jun 30, 2021 | 46K | 1.1M | 0.3% |
| Gabelli Dividend & Income Trust Fund | Jun 30, 2021 | 37K | 907.2K | 0.2% |
| Fidelity Mid Cap Index Fd | Aug 31, 2021 | 37.9K | 995.6K | 0.2% |
| iShares Russell Midcap Value ETF | Aug 31, 2021 | 34.9K | 918.1K | 0.2% |
| Gabelli Global Small & Mid Cap Value Tr | Jun 30, 2021 | 34.7K | 850.8K | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.