Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| PIMCO Dynamic Income Strategy Fund | Sep 30, 2025 | 15.7M | 83.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 9.4M | 50.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 4.9M | 26.2M | 1.0% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Sep 30, 2025 | 4.7M | 24.9M | 1.0% |
| SPDR SERIES TRT-SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | Sep 30, 2025 | 3.7M | 19.5M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.9M | 15.6M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 2.4M | 13.0M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.0M | 10.9M | 0.4% |
| MUTUAL FUND SERIES TRUST-Catalyst Energy Infrastructure Fund | Sep 30, 2025 | 1.9M | 10.0M | 0.4% |
| Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Sands C | Sep 30, 2025 | 1.4M | 7.6M | 0.3% |
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