Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 6.3M | 249.8M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 5.4M | 194.5M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 5.3M | 189.3M | 2.2% |
| John Hancock Mutual Fds III-Disciplined Value Fd | Jun 30, 2018 | 3.4M | 136.1M | 1.5% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 3.4M | 121.0M | 1.4% |
| John Hancock Fds III-Disciplined Value Mid Cap Fd | Jun 30, 2018 | 3.1M | 123.1M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 3.0M | 108.2M | 1.3% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 2.7M | 109.2M | 1.2% |
| Vanguard/Windsor II | Jan 31, 2018 | 2.6M | 99.6M | 1.1% |
| DFA U.S. Large Cap Value Series | Jan 31, 2018 | 1.7M | 64.5M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.