Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.5M | 363.1M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.3M | 338.2M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.8M | 272.9M | 2.4% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Sep 30, 2025 | 1.3M | 187.1M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.0M | 152.7M | 1.3% |
| American Century Mutual Funds, Inc.-ULTRA FUND | Sep 30, 2025 | 901K | 133.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 765.5K | 113.4M | 1.0% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 595.6K | 88.2M | 0.8% |
| Virtus Equity Trust-Virtus KAR Mid-Cap Core Fund | Sep 30, 2025 | 599.0K | 88.7M | 0.8% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Sep 30, 2025 | 601.1K | 89.0M | 0.8% |
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