Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 3.0M | 309.7M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.7M | 277.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.0M | 209.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.9M | 198.1M | 2.3% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Oct 31, 2025 | 1.6M | 165.0M | 1.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 1.5M | 148.8M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.3M | 133.8M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 990.8K | 101.3M | 1.2% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 500 High Dividend ETF | Sep 30, 2025 | 967.4K | 98.9M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 957.9K | 97.9M | 1.1% |
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Holders
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