Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 6.4M | 114.3M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 6.3M | 111.8M | 2.4% |
| iShares Mortgage Real Estate Capped ETF | Jun 30, 2018 | 3.9M | 76.1M | 1.5% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 3.9M | 69.8M | 1.5% |
| PGIM Jennison Mid-Cap Growth Fd | Jun 30, 2018 | 3.4M | 64.8M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 3.3M | 59.4M | 1.3% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 3.1M | 59.6M | 1.2% |
| Legg Mason Clearbridge Mid Cap Fd | Jun 30, 2018 | 2.3M | 44.8M | 0.9% |
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2018 | 1.8M | 35.3M | 0.7% |
| Vanguard Whitehall Funds-Global Minimum Volatility Fund | Jan 31, 2018 | 1.6M | 27.2M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.