Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 4.8M | 134.7M | 5.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.4M | 65.8M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.0M | 54.8M | 2.3% |
| Tortoise Energy Infrastructure Corp | Sep 30, 2025 | 1.5M | 43.0M | 1.8% |
| Franklin Custodian Funds-FRANKLIN UTILITIES FUND | Sep 30, 2025 | 1.4M | 38.9M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.3M | 35.2M | 1.5% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Utilities AlphaDEX Fd. | Sep 30, 2025 | 1.3M | 35.0M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 901.0K | 25.0M | 1.1% |
| Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF | Sep 30, 2025 | 871.3K | 24.2M | 1.0% |
| Pacer Funds Trust-Pacer US Large Cap Cash Cows Growth Leaders ETF | Jul 31, 2025 | 865.3K | 24.1M | 1.0% |
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