Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 4.0M | 113.5M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.6M | 114.7M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 3.6M | 112.0M | 2.4% |
| Janus Henderson Mid Cap Value Fund | Jun 30, 2018 | 2.6M | 73.7M | 1.8% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 2.3M | 71.6M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.9M | 61.2M | 1.3% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 1.7M | 49.4M | 1.2% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 1.6M | 46.6M | 1.1% |
| Janus Henderson Small Cap Value Fund | Jun 30, 2018 | 1.3M | 37.3M | 0.9% |
| AMG SouthernSun U.S. Equity Fd | Mar 31, 2018 | 1.1M | 27.1M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.