Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 2.9M | 76.5M | 4.1% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 2.9M | 76.0M | 4.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.4M | 63.6M | 3.4% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.0M | 51.7M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.8M | 46.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 830.3K | 21.9M | 1.2% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 768.1K | 20.3M | 1.1% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 686.6K | 18.1M | 1.0% |
| Principal Funds, Inc-SmallCap Fund | Jan 31, 2026 | 587.1K | 15.5M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 567.9K | 15.0M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.