Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 3.0M | 43.3M | 3.5% |
| SmallCap World Fund Inc | Dec 31, 2025 | 2.6M | 38.1M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.4M | 35.1M | 2.8% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 2.1M | 30.8M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.9M | 27.8M | 2.2% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 1.5M | 22.4M | 1.8% |
| Fidelity Securities Fund-Fidelity Real Estate Income Fund | Jan 31, 2026 | 1.3M | 18.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 869.1K | 12.7M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 786.2K | 11.5M | 0.9% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 680.1K | 9.9M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.