Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 7.9M | 422.4M | 2.4% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 5.6M | 299.4M | 1.7% |
| Delaware Group Equity Funds II- Value Fund | Feb 28, 2018 | 4.7M | 238.5M | 1.5% |
| Franklin Custodian Funds-Utilities Fund | Dec 31, 2017 | 4M | 215.2M | 1.2% |
| iShares Select Dividend ETF | Jun 30, 2018 | 3.8M | 204.1M | 1.2% |
| Select Sector SPDR Fund-Utilities | Jun 30, 2018 | 3.6M | 195.8M | 1.1% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 3.6M | 195.2M | 1.1% |
| Investment Company Of America | Jun 30, 2018 | 3.4M | 180.7M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.3M | 177.5M | 1.0% |
| Vanguard Specialized-Dividend Appreciation Index Fund | Jan 31, 2018 | 2.8M | 141.7M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.