Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 11.4M | 277.2M | 3.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 9.8M | 239.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.7M | 235.6M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 6.9M | 169.5M | 2.3% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL SHARES FUND | Dec 31, 2025 | 5.1M | 124.0M | 1.7% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Dec 31, 2025 | 4.9M | 119.9M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.5M | 109.3M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.3M | 80.4M | 1.1% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL BEACON FUND | Dec 31, 2025 | 2.7M | 65.9M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Jan 31, 2026 | 2.2M | 54.2M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.