Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.2M | 148.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 147.8M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 960.2K | 119.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 887.6K | 110.4M | 2.4% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 773.6K | 96.2M | 2.1% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 650.5K | 80.9M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 568.4K | 70.7M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 400.9K | 49.9M | 1.1% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 386.7K | 48.1M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 383.3K | 47.7M | 1.0% |
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Holders
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