Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 2.4M | 95.1M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 51.6M | 3.1% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 997.9K | 39.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 954.5K | 37.9M | 2.3% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Sep 30, 2025 | 869.0K | 34.5M | 2.1% |
| DNP Select Income Fund Inc | Jul 31, 2025 | 779.5K | 30.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 611.5K | 24.3M | 1.5% |
| iShares Trust-iShares U.S. Infrastructure ETF | Sep 30, 2025 | 550.3K | 21.8M | 1.3% |
| Invesco Exch-Trd Fd. TRT-Invesco High Yield Eqy. Dividend Achievers ET | Sep 30, 2025 | 531.2K | 21.1M | 1.3% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF | Sep 30, 2025 | 476.7K | 18.9M | 1.2% |
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