Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco Diversified Dividend Fund | Jun 30, 2018 | 11.6M | 515.4M | 3.3% |
| Vanguard Mid-Cap Index Fund | Dec 31, 2017 | 8.7M | 412.5M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 8.6M | 405.8M | 2.4% |
| Vanguard/Wellington Fund Inc. | Feb 28, 2018 | 6.8M | 296.7M | 1.9% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 6.1M | 287.8M | 1.7% |
| JP Morgan Equity Income Fund | Jun 30, 2018 | 4.9M | 217.3M | 1.4% |
| JP Morgan Mid Cap Value Fund | Jun 30, 2018 | 4.7M | 209.7M | 1.3% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 4.0M | 177.0M | 1.1% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.6M | 170.6M | 1.0% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 3.3M | 146.9M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.