Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Wells Fargo Special Mid Cap Value Fd | Jun 30, 2018 | 6.5M | 99.7M | 3.0% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 5.9M | 90.1M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 5.4M | 103.3M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 5.2M | 99.8M | 2.4% |
| JP Morgan Small Cap Equity Fund | Jun 30, 2018 | 4.5M | 69.5M | 2.1% |
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2018 | 4.2M | 64.6M | 1.9% |
| Vanguard Specialized-Energy Fund | Jan 31, 2018 | 4.1M | 80.0M | 1.8% |
| VanEck Vectors ETF Tr- Oil Services ETF | Jun 30, 2018 | 3.8M | 58.5M | 1.7% |
| Van Eck Global Hard Assets Fund | Dec 31, 2017 | 3.3M | 64.0M | 1.5% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 3.0M | 57.1M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.