Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 6.9M | 222.4M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.0M | 190.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.9M | 188.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.4M | 141.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.8M | 90.8M | 1.5% |
| Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio | Oct 31, 2025 | 2.7M | 85.1M | 1.4% |
| BLACKROCK EQUITY DIVIDEND FUND | Jul 31, 2025 | 2.0M | 65.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.0M | 64.0M | 1.1% |
| Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund | Oct 31, 2025 | 2.0M | 63.0M | 1.1% |
| SPDR S&P MIDCAP 400 ETF TRUST | Sep 30, 2025 | 1.4M | 44.9M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.