Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 4.9M | 135.6M | 2.0% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 4.8M | 132.6M | 2% |
| iShares Select Dividend ETF | Jun 30, 2018 | 3.5M | 92.6M | 1.5% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 3.1M | 84.5M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 2.7M | 74.8M | 1.1% |
| Vanguard Strategic Equity Fund | Dec 31, 2017 | 2.0M | 56.5M | 0.9% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2018 | 2.0M | 47.4M | 0.8% |
| Merger Fund, The | Jun 30, 2018 | 1.4M | 36.0M | 0.6% |
| First Eagle Fund Of America, Inc. | Jan 31, 2018 | 1.4M | 38.6M | 0.6% |
| Lord Abbett Affiliated Fund | Jan 31, 2018 | 1.3M | 37.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.