Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.8M | 269.5M | 2.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.3M | 243.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.6M | 202.2M | 2.0% |
| Reaves Utility Income Fund | Jul 31, 2025 | 2.5M | 139.2M | 1.4% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 2.1M | 116.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 2.0M | 113.2M | 1.1% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Metals & Mining ETF | Sep 30, 2025 | 1.8M | 104.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 81.6M | 0.8% |
| VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF | Sep 30, 2025 | 1.1M | 59.6M | 0.6% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 1.0M | 57.2M | 0.6% |
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