Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.4M | 124.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.4M | 120.5M | 2.5% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 1.3M | 111.1M | 2.3% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 1.3M | 109.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.1M | 90.9M | 1.9% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | Sep 30, 2025 | 1.0M | 86.6M | 1.8% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 962.0K | 82.9M | 1.7% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Sep 30, 2025 | 872.1K | 75.1M | 1.6% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 841.8K | 72.5M | 1.5% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | Sep 30, 2025 | 831.4K | 71.6M | 1.5% |
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