Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 4.9M | 485.7M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 3.5M | 344.5M | 1.7% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.3M | 215.0M | 1.1% |
| American Century Mid Cap Value Fund | Jun 30, 2018 | 2.2M | 206.6M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.1M | 204.1M | 1.0% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 1.8M | 170.3M | 0.9% |
| Fidelity 500 Index Fund | Jun 30, 2018 | 1.3M | 127.5M | 0.7% |
| iShares Core S&P 500 ETF | Jun 30, 2018 | 1.3M | 125.1M | 0.6% |
| JP Morgan U.S. Large Cap Core Plus Fund | Jun 30, 2018 | 1.2M | 111.6M | 0.6% |
| Wells Fargo Special Mid Cap Value Fd | Jun 30, 2018 | 1.2M | 111.0M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.