Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Franklin Mutual Series Fund-Mutual Shares Fund | Dec 31, 2017 | 1.8M | 71.7M | 3.0% |
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2018 | 1.6M | 86.9M | 2.7% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.6M | 84.4M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.5M | 58.7M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.4M | 56.5M | 2.4% |
| Virtus Asset Tr-Virtus Ceredex Mid Cap Value Equity Fd | Dec 31, 2017 | 1.3M | 53.6M | 2.2% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 1.2M | 66.5M | 2.1% |
| JP Morgan Value Advantage Fund | Jun 30, 2018 | 1.1M | 59.6M | 1.9% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 910.8K | 36.5M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 760.1K | 30.5M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.