Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 17.4M | 2.7B | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 14.7M | 2.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 11.6M | 1.8B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 5.9M | 906.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.7M | 881.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.5M | 846.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 5.4M | 829.8M | 1.2% |
| Principal Funds, Inc-Real Estate Securities Fund | Jul 31, 2025 | 3.0M | 463.7M | 0.6% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jul 31, 2025 | 3.0M | 464.5M | 0.6% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Sep 30, 2025 | 3.0M | 461.4M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.