Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Trust Rising Dividend Achievers | May 31, 2024 | 9.9M | 2.6B | 3.7% |
| iShares Core S&P Midcap ETF | May 31, 2024 | 8.5M | 2.2B | 3.2% |
| Vanguard Total Stock Market Index Fund | Mar 31, 2024 | 8.4M | 2.2B | 3.2% |
| Vanguard Small-Cap Index Fund | Mar 31, 2024 | 6.9M | 1.8B | 2.6% |
| JP Morgan Mid Cap Value Fund | Mar 31, 2024 | 6.6M | 1.7B | 2.5% |
| Vanguard Fenway Funds-Equity Income Fund | Mar 31, 2024 | 6.3M | 1.6B | 2.4% |
| Vanguard Small Cap Value Index Fund | Mar 31, 2024 | 4.6M | 1.2B | 1.7% |
| DFA U.S. Small Cap Value Series | Apr 30, 2024 | 4.4M | 1.1B | 1.6% |
| Vanguard Extended Market Index Fund | Mar 31, 2024 | 4.0M | 1.0B | 1.5% |
| Vanguard Explorer Fund, Inc. | Apr 30, 2024 | 3.4M | 872.1M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.