Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Neuberger & Berman Genesis Fund | Jun 30, 2018 | 1.4M | 125.8M | 2.9% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.3M | 116.3M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.1M | 103.4M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.1M | 100.1M | 2.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 622.8K | 58.0M | 1.3% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 613.9K | 57.1M | 1.3% |
| JP Morgan Growth Advantage Fund | Jun 30, 2018 | 584.2K | 53.1M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 556.9K | 50.6M | 1.2% |
| Wells Fargo Special Small Cap Value Fd | Jun 30, 2018 | 443.4K | 40.3M | 0.9% |
| Variable Insurance Products Fund-Growth Portfolio | Jun 30, 2018 | 438K | 39.8M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.