Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 2.7M | 89.8M | 2.5% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 2.1M | 84.4M | 2.0% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.7M | 49.7M | 1.6% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.6M | 47.7M | 1.5% |
| Fidelity Contrafund Inc | Jun 30, 2018 | 1.5M | 57.9M | 1.4% |
| MFS Series Trust XI-MFS Mid Cap Value Fund | Mar 31, 2018 | 1.2M | 34.5M | 1.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.1M | 30.9M | 1.0% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 1.0M | 29.0M | 1.0% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.0M | 30.0M | 0.9% |
| Fidelity Series Intrinsic Opportunities Fund | Apr 30, 2018 | 950K | 31.1M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.