Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Franklin Managed Trust - Rising Dividends Fund | Dec 31, 2017 | 5.9M | 339.3M | 3.3% |
| Parnassus Core Equity Fund | Mar 31, 2018 | 5.1M | 278.9M | 2.9% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 4.0M | 231.5M | 2.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 3.9M | 227.8M | 2.2% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 2.8M | 163.5M | 1.6% |
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 2.1M | 75.9M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 1.8M | 66.2M | 1.1% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 1.7M | 60.9M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 1.7M | 96.9M | 1.0% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 1.6M | 58.7M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.