Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 11.2M | 643.7M | 0.5% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jan 31, 2026 | 5.8M | 334.2M | 0.3% |
| VANGUARD WELLESLEY INCOME FUND | Dec 31, 2025 | 5.1M | 293.1M | 0.2% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Dec 31, 2025 | 5.0M | 291.0M | 0.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 1.7M | 97.3M | 0.1% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD BALANCED INCOME FUND | Jan 31, 2026 | 1.5M | 85.1M | 0.1% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD EQUITY INCOME FUND | Jan 31, 2026 | 1.4M | 82.1M | 0.1% |
| American Century Capital Portfolios, Inc.-FOCUSED LARGE CAP VALUE FUND | Mar 31, 2026 | 1.2M | 71.7M | 0.1% |
| HARTFORD SERIES FUND INC-HARTFORD DIVIDEND AND GROWTH HLS FUND | Dec 31, 2025 | 1.0M | 58.3M | 0.1% |
| Bridge Builder Trust-Bridge Builder Large Cap Value Fund | Dec 31, 2025 | 934.7K | 54.0M | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.