Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 8.8M | 196.6M | 5.0% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Dec 31, 2025 | 8.3M | 185.2M | 4.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 5.3M | 117.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.8M | 106.3M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 3.6M | 79.3M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.4M | 76.1M | 1.9% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 2.5M | 55.6M | 1.4% |
| COHEN & STEERS Inst. REALTY SHARES INC-Cohen & Steers Inst. Realty Sha | Dec 31, 2025 | 2.3M | 51.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.2M | 49.1M | 1.3% |
| COHEN & STEERS REALTY SHARES INC-Cohen & Steers Realty Shares | Dec 31, 2025 | 2.2M | 48.2M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.