Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 15.6M | 898.2M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 13.3M | 768.5M | 3.2% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 10.8M | 624.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 10.5M | 601.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 9.4M | 539.5M | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 8.8M | 504.5M | 2.1% |
| Professionally Managed Portfolios-Akre Focus Fund | Jul 31, 2025 | 8.3M | 480.0M | 2.0% |
| BARON SELECT FUNDS-Baron Partners Fund | Sep 30, 2025 | 6.9M | 395.2M | 1.6% |
| AMCAP FUND | Sep 30, 2025 | 6.8M | 393.0M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 5.7M | 326.7M | 1.3% |
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