Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Sep 30, 2025 | 550K | 9.5M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 455.7K | 7.9M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 305.1K | 5.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 152.0K | 2.6M | 1.1% |
| Putnam Investment Funds-Putnam Small Cap Value Fund | Aug 31, 2025 | 142.3K | 2.5M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 140.2K | 2.4M | 1.0% |
| Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund | Sep 30, 2025 | 138.4K | 2.4M | 1.0% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 114.4K | 2.0M | 0.8% |
| MUTUAL FUND SERIES TRUST-AlphaCentric Real Income Fund | Sep 30, 2025 | 112.7K | 1.9M | 0.8% |
| RBB Fund, Inc.-Adara Smaller Companies Fund | Oct 31, 2025 | 112.7K | 1.9M | 0.8% |
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