Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund, Inc. | Sep 30, 2025 | 3.5M | 161.4M | 5.9% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Sep 30, 2025 | 3.5M | 159.3M | 5.8% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 2.2M | 102.3M | 3.7% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 2.1M | 94.3M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.9M | 86.3M | 3.2% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jul 31, 2025 | 1.7M | 75.3M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.5M | 68.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 64.9M | 2.4% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.3M | 59.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 910.0K | 41.5M | 1.5% |
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