Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Mid Cap Fund | Jun 30, 2018 | 3.8M | 520.4M | 3.3% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 2.9M | 381.6M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.8M | 375.7M | 2.5% |
| Professionally Managed Portf-Akre Focus Fund | Apr 30, 2018 | 2.5M | 329.7M | 2.2% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.0M | 266.2M | 1.8% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.3M | 177.0M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.2M | 157.8M | 1.0% |
| DFA Real Estate Securities Portfolio | Jan 31, 2018 | 1.0M | 141.7M | 0.9% |
| American Century Growth Fund | Jun 30, 2018 | 894.5K | 123.1M | 0.8% |
| PGIM Jennison Mid-Cap Growth Fd | Jun 30, 2018 | 834.3K | 114.8M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.