Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.7M | 16.7M | 6.1% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 1.1M | 10.7M | 3.9% |
| Trust for Professional Managers-Column Small Cap Select Fund | Sep 30, 2025 | 764.4K | 7.5M | 2.8% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Oct 31, 2025 | 699.7K | 6.9M | 2.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 699.7K | 6.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 622.5K | 6.1M | 2.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 563.0K | 5.5M | 2.0% |
| Diamond Hill Funds-Diamond Hill Small Cap Fund | Sep 30, 2025 | 535.4K | 5.3M | 1.9% |
| Putnam Investment Funds-Putnam Small Cap Value Fund | Aug 31, 2025 | 370.7K | 3.6M | 1.3% |
| RBB Fund, Inc.-WPG Partners Select Small Cap Value Fund | Sep 30, 2025 | 342.0K | 3.4M | 1.2% |
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