Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 2.6M | 277.7M | 2.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.6M | 273.1M | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 1.9M | 204.0M | 1.7% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 1.7M | 171.8M | 1.5% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.3M | 118.8M | 1.1% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 1.3M | 117.4M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.2M | 120.9M | 1.0% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 1.0M | 106.4M | 0.9% |
| Fidelity Series Value Discovery Fund | Jun 30, 2018 | 985.2K | 92.3M | 0.9% |
| DFA U.S. Large Cap Value Series | Jan 31, 2018 | 897.0K | 94.2M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.