Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 749.0K | 12.3M | 2.8% |
| Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF | Sep 30, 2025 | 688.4K | 11.3M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 664.8K | 10.9M | 2.5% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Sep 30, 2025 | 552K | 9.1M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 525.6K | 8.6M | 2.0% |
| Special Opportunities Fund, Inc. | Sep 30, 2025 | 500K | 8.2M | 1.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 421.0K | 6.9M | 1.6% |
| ROYCE SMALL-CAP TRUST, INC. | Sep 30, 2025 | 313.8K | 5.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 284.1K | 4.7M | 1.1% |
| SWISS HELVETIA FUND, INC.-Total Return Securities Fund | Sep 30, 2025 | 260K | 4.3M | 1.0% |
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Holders
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