Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Specialized-Real Estate Index Fund | Jul 31, 2023 | 3.8M | 229.3M | 3.8% |
| iShares Core S&P Midcap ETF | Sep 30, 2023 | 3.0M | 181.6M | 3% |
| Vanguard Total Stock Market Index Fund | Jun 30, 2023 | 2.9M | 175.3M | 2.9% |
| Vanguard Small-Cap Index Fund | Jun 30, 2023 | 2.4M | 145.1M | 2.4% |
| Vanguard Small Cap Value Index Fund | Jun 30, 2023 | 1.7M | 100.5M | 1.7% |
| Vanguard Extended Market Index Fund | Jun 30, 2023 | 1.3M | 77.2M | 1.3% |
| Principal Real Estate Securities Fund | Jul 31, 2023 | 1.1M | 63.6M | 1.1% |
| SPDR S&P Mid Cap 400 ETF Trust | Sep 30, 2023 | 788.8K | 47.6M | 0.8% |
| DWS RREEF Real Assets Fund | Jun 30, 2023 | 697.3K | 42.0M | 0.7% |
| Delaware Group Equity Funds V-Small Cap Value Fund | Aug 31, 2023 | 676.6K | 40.8M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.