Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 748.4K | 12.1M | 2.8% |
| Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF | Dec 31, 2025 | 685.0K | 11.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 675.5K | 10.9M | 2.5% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 552K | 8.9M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 502.2K | 8.1M | 1.9% |
| Special Opportunities Fund, Inc. | Dec 31, 2025 | 500K | 8.1M | 1.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 421.0K | 6.8M | 1.6% |
| ROYCE SMALL-CAP TRUST, INC. | Dec 31, 2025 | 313.8K | 5.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 262.8K | 4.3M | 1.0% |
| SWISS HELVETIA FUND, INC.-Total Return Securities Fund | Dec 31, 2025 | 260K | 4.2M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.