Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2025 | 15.8M | 13.6B | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 13.3M | 11.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 11.7M | 10.1B | 2.8% |
| Principal Funds, Inc-MidCap Fund (f/k/a MidCap Blend Fund) | Jan 31, 2025 | 11.0M | 9.5B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 9.1M | 7.8B | 2.2% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2025 | 8.4M | 7.2B | 2.0% |
| Professionally Managed Portfolios-Akre Focus Fund | Jan 31, 2025 | 8.3M | 7.2B | 2.0% |
| BARON SELECT FUNDS-Baron Partners Fund | Mar 31, 2025 | 7.0M | 6.0B | 1.7% |
| GROWTH FUND OF AMERICA | Mar 31, 2025 | 5.6M | 4.8B | 1.3% |
| AMCAP FUND | Mar 31, 2025 | 5.4M | 4.6B | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.