Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 3.6M | 163.6M | 4.1% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 3.2M | 146.3M | 3.7% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 2.3M | 105.4M | 2.7% |
| Gabelli Utilities Fund | Jun 30, 2018 | 1.9M | 88.2M | 2.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.9M | 84.4M | 2.2% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.9M | 84.2M | 2.2% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.2M | 54.6M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.1M | 48.9M | 1.3% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 997.6K | 45.9M | 1.2% |
| Invesco Dividend Income Fund | Jun 30, 2018 | 700.4K | 32.2M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.