Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 13.2M | 450.9M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.6M | 398.1M | 2.5% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 9.5M | 324.8M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.0M | 203.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.9M | 200.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.5M | 189.4M | 1.2% |
| Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F | Jan 31, 2026 | 5.4M | 184.1M | 1.2% |
| Capital Income Builder | Jan 31, 2026 | 5.0M | 171.8M | 1.1% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 4.5M | 153.9M | 1.0% |
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jan 31, 2026 | 4.1M | 141.0M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.