Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 583.3K | 20.3M | 1.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 578.7K | 20.1M | 1.9% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 455.3K | 15.8M | 1.5% |
| GLOBAL X FUNDS-Global X SuperDividend U.S. ETF | Feb 28, 2026 | 397.9K | 13.8M | 1.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 178.3K | 6.2M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 166.6K | 5.8M | 0.5% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 116.9K | 4.1M | 0.4% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jan 31, 2026 | 101.4K | 3.5M | 0.3% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 94.5K | 3.3M | 0.3% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 89.9K | 3.1M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.