Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.9M | 510.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.9M | 503.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.2M | 379.2M | 2.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 1.4M | 241.8M | 1.5% |
| Franklin Custodian Funds-FRANKLIN GROWTH FUND | Sep 30, 2025 | 1.2M | 213.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.2M | 212.2M | 1.3% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Sep 30, 2025 | 1.1M | 195.1M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Sep 30, 2025 | 1.0M | 182.5M | 1.1% |
| VanEck ETF Trust-VanEck Uranium and Nuclear ETF | Sep 30, 2025 | 993.6K | 173.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 978.4K | 171.2M | 1.1% |
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Holders
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Ultra plan.