Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 7.0M | 285.0M | 3.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 7.0M | 282.9M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 6.0M | 243.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.9M | 238.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.5M | 181.1M | 2.4% |
| Fidelity Select Portfolios-Fidelity Real Estate Investment Portfolio | Sep 30, 2025 | 3.3M | 132.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.9M | 115.9M | 1.5% |
| Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F | Sep 30, 2025 | 2.7M | 108.5M | 1.4% |
| Fidelity Summer Street Trust-Fidelity SAI Real Estate Fund | Sep 30, 2025 | 2.4M | 99.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 2.0M | 81.8M | 1.1% |
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Holders
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