Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 2.2M | 203.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.0M | 184.2M | 2.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.0M | 181.7M | 2.7% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 1.6M | 149.5M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.5M | 138.3M | 2.0% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 1.2M | 112.3M | 1.6% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 1.2M | 109.7M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 962.2K | 88.5M | 1.3% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 789.2K | 72.6M | 1.1% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 736.6K | 67.8M | 1.0% |
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