Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 1.5M | 218.5M | 3.3% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 1.5M | 215.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.4M | 203.1M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.0M | 148.2M | 2.2% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Dec 31, 2025 | 951.6K | 137.1M | 2.0% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 915K | 131.9M | 2.0% |
| J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd. | Dec 31, 2025 | 903.9K | 130.2M | 1.9% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 734.5K | 105.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 663.3K | 95.6M | 1.4% |
| AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd. | Jan 31, 2026 | 564.0K | 81.3M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.