Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 16.9M | 1.2B | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 12.0M | 840.3M | 1.7% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 8.3M | 524.6M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 7.8M | 527.8M | 1.1% |
| Select Sector SPDR Fund-Utilities | Jun 30, 2018 | 7.8M | 529.6M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 7.1M | 498.0M | 1% |
| Federated Strategic Value Dividend Fund | Jun 30, 2018 | 6.8M | 456.7M | 1.0% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 5M | 351.3M | 0.7% |
| Fidelity 500 Index Fund | Jun 30, 2018 | 4.6M | 311.3M | 0.6% |
| iShares Core S&P 500 ETF | Jun 30, 2018 | 4.5M | 305.1M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.