Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.1M | 330.9M | 3.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.0M | 325.2M | 3.0% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 4.6M | 296.6M | 2.7% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Sep 30, 2025 | 4.2M | 271.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.8M | 249.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.5M | 159.7M | 1.5% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 2.0M | 127.2M | 1.2% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 1.7M | 113.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.7M | 109.2M | 1% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 1.7M | 108.1M | 1.0% |
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Holders
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