Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 1.4M | 170.8M | 3.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.3M | 159.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 149.7M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 125.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 937.8K | 112.2M | 2.3% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 755K | 90.3M | 1.8% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 751.2K | 89.9M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 600.4K | 71.8M | 1.5% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | Sep 30, 2025 | 581.3K | 69.5M | 1.4% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Sep 30, 2025 | 474.2K | 56.7M | 1.1% |
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