Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) Mid-Cap Value Fund | Jun 30, 2018 | 2.9M | 112.8M | 1.1% |
| Vanguard Selected Value Fund | Jan 31, 2018 | 1.8M | 79.4M | 0.7% |
| Price (T.Rowe) Mid-Cap Value Equity Trust | Jun 30, 2018 | 556.9K | 21.6M | 0.2% |
| DFA U.S. Large Cap Value Series | Jan 31, 2018 | 411.6K | 18.2M | 0.2% |
| First Tr Exchange Traded Fd-First Tr Value Line Dividend Index | Dec 31, 2017 | 416.7K | 18.3M | 0.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 353.7K | 15.5M | 0.1% |
| Fidelity Strategic Advisors Small-Mid Cap Fund | May 31, 2018 | 293.8K | 12.1M | 0.1% |
| John Hancock Fds II-Mid Value Fund | Feb 28, 2018 | 296.3K | 12.2M | 0.1% |
| DFA Tax Managed U.S. Marketwide Value Series | Jan 31, 2018 | 199.4K | 8.8M | 0.1% |
| John Hancock Var Ins Tr-Mid Value Trust | Jun 30, 2018 | 166.1K | 6.4M | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.