Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 9.0M | 191.1M | 3.0% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Dec 31, 2025 | 7.4M | 158.8M | 2.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 5.7M | 121.7M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.1M | 108.9M | 1.7% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 4.7M | 99.6M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.5M | 74.5M | 1.2% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Dec 31, 2025 | 3.3M | 71.1M | 1.1% |
| Longleaf Partners Funds Trust-Longleaf Partners Fund | Dec 31, 2025 | 2.4M | 51.1M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.3M | 48.0M | 0.8% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Mar 31, 2026 | 2.1M | 44.7M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.