Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 15.7M | 504.3M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 13.3M | 427.4M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 10.8M | 345.1M | 2.6% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 10.6M | 340.3M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 9.1M | 290.5M | 2.2% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 9.0M | 287.9M | 2.2% |
| Professionally Managed Portfolios-Akre Focus ETF | Jan 31, 2026 | 8.3M | 266.7M | 2.0% |
| BARON SELECT FUNDS-Baron Partners Fund | Mar 31, 2026 | 7.3M | 232.3M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 5.6M | 177.9M | 1.4% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Mar 31, 2026 | 5.5M | 177.3M | 1.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.