Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 1.3M | 11.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 9.4M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 776.4K | 6.8M | 1.9% |
| ProShares Trust-ProShares Russell 2000 Dividend Growers ETF | Feb 28, 2026 | 653.6K | 5.7M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 379.9K | 3.3M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 342.9K | 3.0M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 284.4K | 2.5M | 0.7% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Oct 31, 2025 | 224.8K | 2.0M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Nov 30, 2025 | 167.9K | 1.5M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Jan 31, 2026 | 136.3K | 1.2M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.