Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 3.7M | 53.8M | 5.4% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 3.0M | 44.5M | 4.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 31.7M | 3.2% |
| Fidelity Select Portfolios-Select Consumer Staples Portfolio | Jan 31, 2026 | 1.8M | 26.7M | 2.7% |
| ALPS SERIES TRUST-Clarkston Partners Fund | Dec 31, 2025 | 1.7M | 25.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 22.9M | 2.3% |
| Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd. | Dec 31, 2025 | 1.5M | 22.7M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.5M | 21.9M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.0M | 14.7M | 1.5% |
| -SSgA SPDR ETFS Europe I-SPDR S&P Glbl Div Aristocrats UCITS ETF | Jan 31, 2026 | 975.8K | 14.3M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.