Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance SMID-Cap Port | Mar 31, 2018 | 2.4M | 203.8M | 4.1% |
| Janus Henderson Enterprise Fund | Jun 30, 2018 | 1.9M | 178.1M | 3.2% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 1.7M | 159.3M | 2.9% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.6M | 150.1M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.5M | 141.9M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.5M | 138.4M | 2.4% |
| Janus Henderson Triton Fund | Jun 30, 2018 | 1.1M | 103.7M | 1.9% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 929.1K | 88.1M | 1.6% |
| Wells Fargo Special Mid Cap Value Fd | Jun 30, 2018 | 865K | 80.2M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 794.8K | 75.4M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.