Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 5.7M | 389.5M | 3.1% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 4.4M | 296.0M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 4.3M | 291.2M | 2.4% |
| Price (T.Rowe) Value Fund | Jun 30, 2018 | 3.8M | 263.1M | 2.1% |
| iShares Select Dividend ETF | Jun 30, 2018 | 3.4M | 236.9M | 1.9% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 3.1M | 206.5M | 1.7% |
| Select Sector SPDR Fund-Utilities | Jun 30, 2018 | 2.0M | 139.4M | 1.1% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.0M | 138.9M | 1.1% |
| John Hancock Fds III-Disciplined Value Mid Cap Fd | Jun 30, 2018 | 1.9M | 129.8M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.8M | 122.4M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.