Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 13.7M | 682.2M | 2.3% |
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 13.2M | 521.8M | 2.2% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 11.5M | 483.5M | 1.9% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 9.7M | 483.6M | 1.6% |
| Sunamerica Series, Inc-AIG Focused Dividend Strategy Fund | Jan 31, 2018 | 9.2M | 447.5M | 1.6% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 6.6M | 261.6M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 5.8M | 286.7M | 1.0% |
| Income Fund of America Inc | Jun 30, 2018 | 4.4M | 174.0M | 0.7% |
| iShares Select Dividend ETF | Jun 30, 2018 | 4.3M | 169.0M | 0.7% |
| Fidelity 500 Index Fund | Jun 30, 2018 | 3.9M | 154.4M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.