Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 5.1M | 116.7M | 6.5% |
| Thornburg Investment Income Builder Fund | Dec 31, 2017 | 3.1M | 79.3M | 3.9% |
| Victory Portfolios-Sycamore Small Company Opportunity Fund | Jan 31, 2018 | 2.0M | 46.1M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.9M | 48.7M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.9M | 48.0M | 2.4% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.7M | 42.7M | 2.1% |
| Price (T.Rowe) Small-Cap Value Fund | Jun 30, 2018 | 1.6M | 40.3M | 2.0% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.2M | 30.4M | 1.5% |
| Delaware Group Equity Funds V-Small Cap Value Fund | Feb 28, 2018 | 1.1M | 22.6M | 1.4% |
| Nuveen Small Cap Value Fund | Jun 30, 2018 | 1.1M | 26.8M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan.