Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 1.3M | 18.6M | 2.9% |
| Fidelity Summer Street Trust-Fidelity Capital & Income Fund | Jan 31, 2026 | 948.5K | 13.4M | 2.1% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 892.0K | 12.6M | 2.0% |
| SmallCap World Fund Inc | Dec 31, 2025 | 750.9K | 10.6M | 1.7% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 483.7K | 6.8M | 1.1% |
| CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund | Oct 31, 2025 | 338.4K | 4.8M | 0.8% |
| Franklin Investors Securities TRT-FRANKLIN CONVERTIBLE SECURITIES Fd. | Jan 31, 2026 | 297.5K | 4.2M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 162.8K | 2.3M | 0.4% |
| Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund | Jan 31, 2026 | 159.2K | 2.2M | 0.3% |
| Calamos Convertible & High Income Fund | Oct 31, 2025 | 121.4K | 1.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.