Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.9M | 200.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.8M | 197.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.1M | 148.9M | 2.4% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 1.5M | 104.6M | 1.7% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | Sep 30, 2025 | 1.4M | 100.5M | 1.6% |
| Gabelli Utilities Fund-The Gabelli Utilities Fund | Sep 30, 2025 | 1.4M | 100.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.4M | 95.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 967.0K | 67.2M | 1.1% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 933.5K | 64.9M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | Sep 30, 2025 | 771.0K | 53.6M | 0.9% |
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