Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.6M | 65.8M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.5M | 63.9M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 2.1M | 52.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.9M | 48.2M | 1.7% |
| Invesco Exch-Trd Fd. TRT II-Invesco S&P Ultra Dividend Revenue ETF | Sep 30, 2025 | 1.7M | 42.6M | 1.5% |
| Two Roads Shared Trust-Recurrent MLP & Infrastructure Fund | Jul 31, 2025 | 1.6M | 40.7M | 1.4% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 1.4M | 35.6M | 1.2% |
| SPDR SERIES TRT-SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | Sep 30, 2025 | 1.4M | 35.2M | 1.2% |
| T. Rowe Price New Horizons Fund, Inc. | Sep 30, 2025 | 1.3M | 32.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.2M | 30.8M | 1.1% |
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