Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 7.7M | 425.7M | 2.5% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.6M | 419.1M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 5.4M | 297.3M | 1.7% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 4.5M | 247.8M | 1.4% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.5M | 195.0M | 1.1% |
| Select Sector SPDR Fund-Utilities | Jun 30, 2018 | 3.5M | 195.6M | 1.1% |
| iShares Select Dividend ETF | Jun 30, 2018 | 3.5M | 192.6M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.2M | 176.2M | 1.0% |
| Vanguard Mid-Cap Value Index Fund | Dec 31, 2017 | 2.6M | 144.2M | 0.8% |
| Franklin Custodian Funds-Utilities Fund | Dec 31, 2017 | 2.2M | 118.5M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.