Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| -Price (T.Rowe) Real Assets Trust I | Dec 31, 2025 | 3.1M | 83.0M | 5.7% |
| T. Rowe Price Real Assets Fund, Inc. | Dec 31, 2025 | 1.8M | 47.4M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 1.3M | 34.9M | 2.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 1.2M | 30.8M | 2.1% |
| Principal Funds, Inc-Real Estate Securities Fund | Jan 31, 2026 | 1.0M | 27.1M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.0M | 27.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 599.6K | 15.9M | 1.1% |
| MFS SERIES TRUST XIII-MFS New Discovery Value Fund | Feb 28, 2026 | 546.8K | 14.5M | 1.0% |
| Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund | Dec 31, 2025 | 522.4K | 13.9M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 483.1K | 12.9M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.