Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.7M | 217.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 214.1M | 3.2% |
| Reaves Utility Income Fund | Jul 31, 2025 | 1.3M | 162.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 161.2M | 2.4% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 1.1M | 139.5M | 2.0% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.1M | 135.4M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 819.7K | 103.2M | 1.5% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Genesis Fund | Sep 30, 2025 | 775.1K | 97.6M | 1.4% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 590K | 74.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 578.5K | 72.8M | 1.1% |
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Holders
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