Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 6.8M | 86.6M | 6.0% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 4.9M | 62.2M | 4.3% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 4.4M | 55.8M | 3.9% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 4.0M | 50.3M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 45.2M | 3.2% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 3.6M | 45.0M | 3.1% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 3.0M | 38.6M | 2.7% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 2.9M | 36.8M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.6M | 32.7M | 2.3% |
| T. Rowe Price Real Assets Fund, Inc. | Dec 31, 2025 | 2.0M | 25.8M | 1.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.