Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 1.5M | 208.1M | 2.6% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 1.4M | 203.5M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.4M | 200.2M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 974.7K | 142.0M | 1.7% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 633.5K | 88.7M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 577.3K | 84.1M | 1.0% |
| Old Westbury Small & Mid Cap Strategies Fund | Jan 31, 2018 | 509.4K | 73.3M | 0.9% |
| Nicholas Fund Inc | Mar 31, 2018 | 411.1K | 49.0M | 0.7% |
| Principal Small/Midcap Dividend Income Fd | Jun 30, 2018 | 402.4K | 56.3M | 0.7% |
| Vanguard Growth Index Fund | Dec 31, 2017 | 386.3K | 56.3M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.