Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.9M | 222.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.7M | 219.2M | 3.1% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 5.3M | 173.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.1M | 165.6M | 2.4% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 4.4M | 144.2M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.3M | 106.0M | 1.5% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 2.3M | 75.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.3M | 74.7M | 1.1% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Utilities AlphaDEX Fd. | Sep 30, 2025 | 1.8M | 59.9M | 0.9% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 1.8M | 57.6M | 0.8% |
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Holders
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Ultra plan.