Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 2.7M | 203.2M | 5.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.3M | 109.3M | 2.5% |
| Price (T.Rowe) Mid Cap Growth Fund | Jun 30, 2018 | 1.2M | 100.2M | 2.2% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 920.5K | 77.8M | 1.8% |
| JNL Series Trust-JNL/S&P Total Yield Fund | Dec 31, 2017 | 736K | 62.2M | 1.4% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 662.2K | 56.0M | 1.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 650.9K | 55.0M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 614.6K | 53.5M | 1.2% |
| MFS Series Trust XI-MFS Mid Cap Value Fund | Mar 31, 2018 | 589.1K | 42.8M | 1.1% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 583.1K | 44.9M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.