Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-REIT Index Fund | Jan 31, 2018 | 48.8M | 833.8M | 6.6% |
| Franklin Custodian Funds-Income Fund | Dec 31, 2017 | 30M | 502.4M | 4.0% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 18.1M | 303.4M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 17.8M | 298.6M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 12.6M | 211.7M | 1.7% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 8.3M | 148.8M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 7.5M | 125.4M | 1.0% |
| DFA Real Estate Securities Portfolio | Jan 31, 2018 | 7.1M | 122.0M | 1.0% |
| Vanguard Mid-Cap Value Index Fund | Dec 31, 2017 | 6.1M | 102.7M | 0.8% |
| Fidelity Real Estate Investment Portfolio | Jun 30, 2018 | 6.0M | 108.2M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.