Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 2.9M | 250.2M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.9M | 246.4M | 2.4% |
| Franklin Managed Trust - Rising Dividends Fund | Dec 31, 2017 | 2.3M | 194.5M | 1.9% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.0M | 174.9M | 1.7% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.3M | 122.8M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.2M | 103.6M | 1% |
| Legg Mason Clearbridge Large Cap Growth Fd | Jun 30, 2018 | 1.1M | 101.7M | 0.9% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 1.1M | 98.0M | 0.9% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 988.8K | 85.5M | 0.8% |
| iShares Edge MSCI Min Vol USA ETF | Jun 30, 2018 | 854.4K | 77.9M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.