Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.3M | 163.5M | 3.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 3.0M | 149.3M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.5M | 124.4M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.4M | 121.7M | 2.2% |
| Reaves Utility Income Fund | Jul 31, 2025 | 2.4M | 121.6M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.6M | 79.6M | 1.5% |
| Franklin Custodian Funds-FRANKLIN UTILITIES FUND | Sep 30, 2025 | 1.3M | 64.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.0M | 50.3M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 971.6K | 48.4M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 858.8K | 42.8M | 0.8% |
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