Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Selected Value Fund | Jan 31, 2018 | 1.7M | 122.0M | 3.2% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.4M | 85.3M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.3M | 90.4M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.2M | 88.4M | 2.4% |
| Artisan Mid Cap Value Fund | Dec 31, 2017 | 1.1M | 76.3M | 2.0% |
| Wells Fargo Special Mid Cap Value Fd | Jun 30, 2018 | 979.5K | 59.2M | 1.8% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 794.0K | 56.3M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 678.8K | 48.2M | 1.3% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 616.5K | 37.3M | 1.2% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 540.3K | 38.6M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.