Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Feb 28, 2026 | 2.6M | 11.5M | 4.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 1.9M | 8.2M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 6.8M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.3M | 5.7M | 2.5% |
| Nuveen Investment Funds, Inc.-Nuveen Real Asset Income Fund | Mar 31, 2026 | 817.1K | 3.6M | 1.6% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Jan 31, 2026 | 635.1K | 2.8M | 1.2% |
| Nuveen Real Asset Income and Growth Fund | Apr 30, 2026 | 604.7K | 2.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 564.4K | 2.5M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 502.2K | 2.2M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 429.4K | 1.9M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.