Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 23.5M | 662.6M | 3.1% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 23.0M | 647.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 22.6M | 638.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 19.2M | 541.2M | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Mar 31, 2026 | 17.6M | 495.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 15.7M | 443.8M | 2.1% |
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jan 31, 2026 | 11.0M | 310.7M | 1.5% |
| VANGUARD WELLESLEY INCOME FUND | Dec 31, 2025 | 10.1M | 284.6M | 1.3% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jan 31, 2026 | 9.9M | 279.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 9.7M | 273.9M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.