Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 6.9M | 260.9M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.0M | 223.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.9M | 221.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.4M | 166.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.8M | 106.5M | 1.5% |
| Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio | Sep 30, 2025 | 2.8M | 105.0M | 1.5% |
| Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund | Sep 30, 2025 | 2.1M | 78.5M | 1.1% |
| BLACKROCK EQUITY DIVIDEND FUND | Jul 31, 2025 | 2.0M | 76.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.0M | 75.1M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 1.4M | 52.6M | 0.8% |
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Holders
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