Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 1.7M | 216.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.7M | 211.2M | 3.1% |
| Reaves Utility Income Fund | Jan 31, 2026 | 1.3M | 159.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 152.1M | 2.2% |
| iShares Trust-iShares Select Dividend ETF | Feb 28, 2026 | 1.1M | 138.0M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 790.8K | 98.1M | 1.4% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund | Mar 31, 2026 | 786.1K | 97.5M | 1.4% |
| Vanguard Explorer Fund | Jan 31, 2026 | 750.9K | 93.1M | 1.4% |
| SmallCap World Fund Inc | Dec 31, 2025 | 712.5K | 88.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 581.0K | 72.0M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.