Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.2M | 298.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.8M | 279.0M | 3.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 4.0M | 231.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.6M | 210.4M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.3M | 134.7M | 1.5% |
| Vanguard Explorer Fund | Jul 31, 2025 | 1.9M | 108.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.7M | 100.0M | 1.1% |
| SmallCap World Fund Inc | Sep 30, 2025 | 1.5M | 86.5M | 0.9% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 1.4M | 78.0M | 0.8% |
| -Price (T.Rowe) U.S. Mid-Cap Growth Equity Trust | Sep 30, 2025 | 1.3M | 75.1M | 0.8% |
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Holders
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Ultra plan.