Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.9M | 306.7M | 1.8% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.8M | 214.5M | 1.3% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 2.3M | 179.6M | 1.1% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 2.0M | 155.6M | 0.9% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 1.9M | 159.7M | 0.9% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.8M | 143.5M | 0.9% |
| Templeton Growth Fund, Inc. | Feb 28, 2018 | 1.7M | 139.5M | 0.8% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.6M | 127.2M | 0.8% |
| Fidelity 500 Index Fund | Jun 30, 2018 | 1.1M | 83.8M | 0.5% |
| iShares Core S&P 500 ETF | Jun 30, 2018 | 1.1M | 82.4M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan.