Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Professionally Managed Portf-Akre Focus Fund | Apr 30, 2018 | 5.2M | 702.0M | 2.7% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 4.0M | 489.0M | 2.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.9M | 481.6M | 2.0% |
| New Perspective Fund Inc | Jun 30, 2018 | 3.0M | 435.0M | 1.6% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.8M | 349.5M | 1.5% |
| Principal Mid Cap Fund | Jun 30, 2018 | 2.8M | 409.1M | 1.5% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 2.1M | 283.5M | 1.1% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.9M | 271.1M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.7M | 207.1M | 0.9% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 1.5M | 225.0M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.