Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WisdomTree Trust-WisdomTree U.S. MidCap Dividend Fund | Sep 30, 2025 | 904.8K | 35.8M | 0.3% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Sep 30, 2025 | 808.9K | 32.0M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 616.0K | 24.4M | 0.2% |
| RBB Fund Trust-Torray Fund | Sep 30, 2025 | 375K | 14.8M | 0.1% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Financials AlphaDEX Fd. | Sep 30, 2025 | 287.9K | 11.4M | 0.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 230.4K | 9.1M | 0.1% |
| AQR Funds-AQR Long-Short Equity Fund | Sep 30, 2025 | 190.8K | 7.6M | 0.1% |
| WisdomTree Trust-WisdomTree U.S. High Dividend Fund | Sep 30, 2025 | 131.0K | 5.2M | 0.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Sep 30, 2025 | 148.0K | 5.9M | 0.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 114.7K | 4.5M | 0.0% |
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Holders
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Ultra plan.