Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 6.8M | 195.7M | 4.2% |
| Fidelity Balanced Fund | Jun 30, 2018 | 5.6M | 160.9M | 3.5% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 4.3M | 122.4M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.8M | 118.3M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 3.7M | 115.3M | 2.3% |
| Primecap Odyssey Growth Fund | Jun 30, 2018 | 3.7M | 104.9M | 2.3% |
| Primecap Odyssey Stock Fund | Jun 30, 2018 | 3.2M | 93.0M | 2.0% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 2.4M | 73.9M | 1.5% |
| Fidelity Series Stock Selector Large Cap Value Fund | Jun 30, 2018 | 2.3M | 66.6M | 1.4% |
| Vanguard Fenway Fds-Primecap Core Fund | Mar 31, 2018 | 2.3M | 64.3M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.