Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 4.3M | 139.6M | 5.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.3M | 75.2M | 3.1% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 2.0M | 63.9M | 2.7% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 1.9M | 61.8M | 2.6% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.8M | 59.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.7M | 56.9M | 2.4% |
| FPA FUNDS TRUST-FPA Crescent Fund | Sep 30, 2025 | 1.7M | 54.1M | 2.3% |
| Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund | Oct 31, 2025 | 1.1M | 36.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.1M | 36.4M | 1.5% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 1.0M | 33.4M | 1.4% |
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Holders
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Ultra plan.