Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 1.1M | 13.5M | 3.7% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF | Sep 30, 2025 | 1.0M | 12.8M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 831.8K | 10.6M | 2.9% |
| GLOBAL X FUNDS-Global X SuperDividend U.S. ETF | Sep 30, 2025 | 698.3K | 8.9M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 690.7K | 8.8M | 2.4% |
| ProShares Trust-ProShares Russell 2000 Dividend Growers ETF | Sep 30, 2025 | 397.0K | 5.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 289.0K | 3.7M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 290.6K | 3.7M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 244.0K | 3.1M | 0.9% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 184.8K | 2.4M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.