Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund | Sep 30, 2025 | 122.5K | 28.7M | 2.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 85.3K | 20.0M | 1.7% |
| GLOBAL X FUNDS-Global X SuperDividend U.S. ETF | Jan 31, 2026 | 70.5K | 16.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 70.1K | 16.5M | 1.4% |
| GLOBAL X FUNDS-Global X SuperDividend ETF | Jan 31, 2026 | 57.1K | 13.4M | 1.1% |
| iShares Trust-iShares Russell 2000 ETF | Dec 31, 2025 | 55.3K | 13.0M | 1.1% |
| SWISS HELVETIA FUND, INC.-Total Return Securities Fund | Dec 31, 2025 | 28K | 6.6M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 24.4K | 5.7M | 0.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Nov 30, 2025 | 22.8K | 5.3M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Dec 31, 2025 | 18.8K | 4.4M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.