Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 5.3M | 963.9M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 806.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.6M | 646.8M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.1M | 558.9M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.8M | 330.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.8M | 327.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.7M | 307.4M | 1.2% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 1.6M | 293.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.3M | 236.3M | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF | Apr 30, 2026 | 1.1M | 207.6M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.