Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 11.7M | 716.0M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 8.3M | 507.5M | 1.7% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 5.4M | 391.8M | 1.1% |
| New Perspective Fund Inc | Jun 30, 2018 | 5.1M | 367.5M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 4.9M | 300.8M | 1.0% |
| Vanguard Growth Index Fund | Dec 31, 2017 | 3.3M | 200.0M | 0.7% |
| Fidelity 500 Index Fund | Jun 30, 2018 | 3.2M | 229.9M | 0.7% |
| iShares Core S&P 500 ETF | Jun 30, 2018 | 3.1M | 225.2M | 0.6% |
| Janus Henderson Forty Fund | Jun 30, 2018 | 2.9M | 209.1M | 0.6% |
| Legg Mason Clearbridge Large Cap Growth Fd | Jun 30, 2018 | 2.7M | 195.5M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.