Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Jan 31, 2026 | 2.6M | 13.9M | 4.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 1.8M | 9.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 8.3M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.3M | 6.7M | 2.4% |
| Nuveen Investment Funds, Inc.-Nuveen Real Asset Income Fund | Dec 31, 2025 | 825.5K | 4.4M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 564.4K | 3.0M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 501.3K | 2.7M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 421.5K | 2.3M | 0.8% |
| Nuveen Real Asset Income and Growth Fund | Feb 28, 2026 | 379.7K | 2.0M | 0.7% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF | Nov 30, 2025 | 339.3K | 1.8M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.