Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 4.9M | 134.5M | 2.0% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 4.8M | 131.5M | 2% |
| iShares Select Dividend ETF | Jun 30, 2018 | 3.5M | 89.8M | 1.5% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 3.1M | 83.8M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 2.7M | 74.2M | 1.1% |
| Vanguard Strategic Equity Fund | Dec 31, 2017 | 2.0M | 56.0M | 0.9% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 2.0M | 46.2M | 0.8% |
| Merger Fund, The | Jun 30, 2018 | 1.4M | 35.0M | 0.6% |
| First Eagle Fund Of America, Inc. | Jan 31, 2018 | 1.4M | 38.4M | 0.6% |
| Lord Abbett Affiliated Fund | Jan 31, 2018 | 1.3M | 36.9M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.