Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 6.1M | 255.0M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 6.0M | 250.5M | 2.5% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 4.3M | 177.9M | 1.7% |
| Eaton Vance SMID-Cap Port | Mar 31, 2018 | 3.5M | 139.9M | 1.4% |
| Neuberger & Berman Genesis Fund | Jun 30, 2018 | 2.8M | 123.9M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.7M | 119.9M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.5M | 105.4M | 1.0% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 2.2M | 88.4M | 0.9% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 2.2M | 95.3M | 0.9% |
| Vanguard Growth Index Fund | Dec 31, 2017 | 1.7M | 70.0M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.