Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 1.2M | 19.3M | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 982.2K | 15.5M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 726.3K | 11.5M | 2.2% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF | Jan 31, 2026 | 500.4K | 7.9M | 1.5% |
| Advisor Managed Portfolios-Miller Income Fund | Dec 31, 2025 | 434.1K | 6.9M | 1.3% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 315.0K | 5.0M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 312.4K | 4.9M | 1.0% |
| GLOBAL X FUNDS-Global X SuperDividend REIT ETF | Jan 31, 2026 | 270.8K | 4.3M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 267.1K | 4.2M | 0.8% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Oct 31, 2025 | 215.1K | 3.4M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.