Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.5M | 71.6M | 5.2% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 3.2M | 63.9M | 4.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.1M | 42.9M | 3.1% |
| Fidelity Select Portfolios-Select Consumer Staples Portfolio | Sep 30, 2025 | 1.7M | 35.0M | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.7M | 33.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 32.8M | 2.4% |
| ALPS SERIES TRUST-Clarkston Partners Fund | Sep 30, 2025 | 1.5M | 29.8M | 2.2% |
| Fidelity Central Investment PORT.s LLC-Fidelity U.S. Eqy. Central Fd. | Sep 30, 2025 | 1.4M | 27.8M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 1.0M | 21.0M | 1.5% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 660.6K | 13.4M | 1.0% |
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