Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 33.8M | 134.9M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 25.5M | 101.8M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 18.4M | 73.4M | 1.9% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 11.3M | 45.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 10.4M | 41.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 8.6M | 34.4M | 0.9% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Nov 30, 2025 | 6.9M | 27.6M | 0.7% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | Jan 31, 2026 | 5.9M | 23.7M | 0.6% |
| Morgan Stanley Insight Fund | Dec 31, 2025 | 5.6M | 22.4M | 0.6% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 4.2M | 16.7M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.