Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 5.9M | 383.5M | 3.6% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 2.8M | 181.7M | 1.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.8M | 179.1M | 1.7% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.0M | 126.8M | 1.2% |
| American Mutual Fund Inc | Jun 30, 2018 | 1.5M | 115.7M | 0.9% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.3M | 102.1M | 0.8% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.2M | 75.3M | 0.7% |
| Old Westbury Small & Mid Cap Strategies Fund | Jan 31, 2018 | 1.2M | 77.0M | 0.7% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 1.1M | 85.7M | 0.7% |
| Massachusetts Investors Trust | Mar 31, 2018 | 1.1M | 71.2M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.