Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Stock Fund | Dec 31, 2017 | 25.7M | 1.1B | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 20.5M | 866.8M | 2.1% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 18.0M | 761.1M | 1.8% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 11.3M | 434.1M | 1.1% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 11.3M | 440.8M | 1.1% |
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 11.2M | 431.9M | 1.1% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 11M | 465.6M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 10.7M | 451.1M | 1.1% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 9.4M | 365.7M | 1.0% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 9.0M | 327.9M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.