Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 6.3M | 703.2M | 2.2% |
| Vanguard Specialized-Dividend Growth Fund | Jan 31, 2018 | 4.5M | 494.0M | 1.5% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 4.4M | 498.3M | 1.5% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 2.9M | 342.5M | 1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 2.6M | 295.4M | 0.9% |
| Advisors Inner Circle Fund-Edgewood Growth Fd | Jan 31, 2018 | 2.6M | 290.4M | 0.9% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 2.5M | 281.7M | 0.9% |
| Jensen Quality Growth Fund | Jun 30, 2018 | 2.2M | 262.5M | 0.8% |
| Select Sector SPDR Fund-Materials | Jun 30, 2018 | 2.0M | 237.0M | 0.7% |
| Vanguard Growth Index Fund | Dec 31, 2017 | 1.8M | 196.4M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.