Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 9.8M | 314.6M | 6.3% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 7.4M | 277.1M | 4.7% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 4.1M | 152.6M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.7M | 130.6M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 3.6M | 127.7M | 2.3% |
| Victory Portfolios-Sycamore Established Value Fund | Jan 31, 2018 | 3.5M | 112.3M | 2.2% |
| JP Morgan Small Cap Equity Fund | Jun 30, 2018 | 2.4M | 88.6M | 1.5% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 2.3M | 81.5M | 1.5% |
| Federated Strategic Value Dividend Fund | Jun 30, 2018 | 2.2M | 83.1M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.9M | 69.4M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.