Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 11.2M | 602.2M | 0.5% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Oct 31, 2025 | 5.5M | 297.3M | 0.3% |
| VANGUARD WELLESLEY INCOME FUND | Dec 31, 2025 | 5.1M | 274.2M | 0.2% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Dec 31, 2025 | 5.0M | 272.3M | 0.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Oct 31, 2025 | 1.5M | 83.4M | 0.1% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD BALANCED INCOME FUND | Oct 31, 2025 | 1.4M | 75.9M | 0.1% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD EQUITY INCOME FUND | Oct 31, 2025 | 1.3M | 72.6M | 0.1% |
| Fidelity Financial Trust-Fidelity Equity Dividend Income Fund | Jan 31, 2026 | 1.2M | 65.0M | 0.1% |
| American Century Capital Portfolios, Inc.-FOCUSED LARGE CAP VALUE FUND | Jan 31, 2026 | 1.3M | 68.7M | 0.1% |
| HARTFORD SERIES FUND INC-HARTFORD DIVIDEND AND GROWTH HLS FUND | Dec 31, 2025 | 1.0M | 54.5M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.