Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 7.0M | 236.4M | 6.1% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 4.2M | 143.3M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 123.3M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.7M | 91.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 88.6M | 2.3% |
| Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value | Feb 28, 2026 | 2.0M | 68.1M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.7M | 57.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.2M | 42.1M | 1.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 1.1M | 38.0M | 1.0% |
| Fidelity Central Investment PORT.s LLC-Fidelity Real Estate Eqy. Centr | Dec 31, 2025 | 1.1M | 37.4M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.