Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.7M | 248.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 244.9M | 3.1% |
| Reaves Utility Income Fund | Jan 31, 2026 | 1.3M | 185.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 176.4M | 2.2% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 1.1M | 159.6M | 2.0% |
| Vanguard Explorer Fund | Oct 31, 2025 | 847.1K | 121.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 790.8K | 113.7M | 1.4% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Dec 31, 2025 | 785.4K | 113.0M | 1.4% |
| SmallCap World Fund Inc | Dec 31, 2025 | 712.5K | 102.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 581.0K | 83.6M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.