Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 2.0M | 148.4M | 4.4% |
| American Century Mid Cap Value Fund | Jun 30, 2018 | 1.3M | 97.8M | 2.9% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.2M | 89.6M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.1M | 85.6M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.0M | 82.7M | 2.3% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 667.9K | 53.3M | 1.5% |
| Vanguard Explorer Fund, Inc. | Jan 31, 2018 | 661.2K | 51.2M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 562.1K | 44.8M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 532.5K | 39.2M | 1.2% |
| Fidelity Advisor Small Cap Fund | May 31, 2018 | 465.3K | 36.2M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.