Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 14.1M | 14.2B | 0.6% |
| VANGUARD WELLESLEY INCOME FUND | Mar 31, 2026 | 6.3M | 6.4B | 0.3% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jan 31, 2026 | 5.8M | 5.8B | 0.3% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Mar 31, 2026 | 5.2M | 5.2B | 0.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 1.7M | 1.7B | 0.1% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD EQUITY INCOME FUND | Jan 31, 2026 | 1.4M | 1.4B | 0.1% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD BALANCED INCOME FUND | Jan 31, 2026 | 1.5M | 1.5B | 0.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Apr 30, 2026 | 1.3M | 1.3B | 0.1% |
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Apr 30, 2026 | 1.3M | 1.4B | 0.1% |
| American Century Capital Portfolios, Inc.-Focused Large Cap Value Fund | Mar 31, 2026 | 1.2M | 1.3B | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.