Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 1.5M | 351.4M | 2.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.5M | 346.1M | 2.0% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 1.5M | 268.0M | 2.0% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 1.1M | 245.2M | 1.5% |
| Principal Mid Cap Fund | Jun 30, 2018 | 842.7K | 154.4M | 1.1% |
| Wells Fargo Special Mid Cap Value Fd | Jun 30, 2018 | 714.2K | 130.8M | 1.0% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 707.7K | 129.7M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 640.2K | 145.4M | 0.9% |
| DFA U.S. Large Cap Value Series | Jan 31, 2018 | 582.5K | 131.7M | 0.8% |
| Fidelity Series International Growth Fund | Jun 30, 2018 | 541.5K | 99.2M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.