Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 79.5M | 1.0B | 28.4% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 7.7M | 99.3M | 2.8% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 5.4M | 69.7M | 1.9% |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Dec 31, 2025 | 4M | 51.7M | 1.4% |
| Third Avenue Trust-THIRD AVENUE REAL ESTATE VALUE FUND | Jan 31, 2026 | 1.5M | 19.7M | 0.5% |
| Advisors Series Trust-Scharf Global Opportunity ETF | Dec 31, 2025 | 230.1K | 3.0M | 0.1% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT HIGH YIELD BOND FUND | Feb 28, 2026 | 86.1K | 1.1M | 0.0% |
| John Hancock Preferred Income Fund | Jan 31, 2026 | 80K | 1.0M | 0.0% |
| -Franklin BSP Private Credit Fund | Dec 31, 2025 | 83.2K | 1.1M | 0.0% |
| AMERICAN FUNDS INSURANCE SERIES-Capital World Growth and Income Fund | Dec 31, 2025 | 80.9K | 1.0M | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.