Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund | Sep 30, 2025 | 122.5K | 29.1M | 2.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 85.3K | 20.3M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 70.1K | 16.7M | 1.4% |
| GLOBAL X FUNDS-Global X SuperDividend U.S. ETF | Dec 31, 2025 | 69.5K | 16.5M | 1.4% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 55.3K | 13.2M | 1.1% |
| GLOBAL X FUNDS-Global X SuperDividend ETF | Dec 31, 2025 | 54.2K | 12.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 48.6K | 11.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 24.4K | 5.8M | 0.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Oct 31, 2025 | 22.8K | 5.4M | 0.5% |
| SWISS HELVETIA FUND, INC.-Total Return Securities Fund | Sep 30, 2025 | 22.5K | 5.4M | 0.4% |
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