Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Sep 30, 2025 | 8.0M | 259.9M | 1.9% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 7.1M | 229.3M | 1.7% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO | Sep 30, 2025 | 5.9M | 192.7M | 1.4% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 4.4M | 142.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 4.1M | 132.0M | 1.0% |
| Victory Portfolios II-VictoryShares Free Cash Flow ETF | Sep 30, 2025 | 3.7M | 120.0M | 0.9% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Sep 30, 2025 | 3.2M | 104.3M | 0.8% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 3.1M | 99.2M | 0.7% |
| Advisor Managed Portfolios-Patient Opportunity Trust | Sep 30, 2025 | 2.4M | 76.2M | 0.6% |
| TRANSAMERICA FUNDS-Transamerica Capital Growth | Jul 31, 2025 | 2.1M | 68.1M | 0.5% |
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Holders
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Ultra plan.