Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 2.0M | 149.5M | 4.4% |
| American Century Mid Cap Value Fund | Jun 30, 2018 | 1.3M | 98.5M | 2.9% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.2M | 90.3M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.1M | 86.9M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.0M | 84.0M | 2.3% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 667.9K | 54.1M | 1.5% |
| Vanguard Explorer Fund, Inc. | Jan 31, 2018 | 661.2K | 51.9M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 562.1K | 45.5M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 532.5K | 39.4M | 1.2% |
| Fidelity Advisor Small Cap Fund | May 31, 2018 | 465.3K | 36.6M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.