Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 6.7M | 123.3M | 4.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 5.3M | 98.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.2M | 96.8M | 3.2% |
| Ariel Investment Trust-Ariel Fund | Sep 30, 2025 | 5.1M | 94.1M | 3.1% |
| Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND | Jul 31, 2025 | 5.0M | 91.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.9M | 72.9M | 2.4% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 3.6M | 66.8M | 2.2% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Sep 30, 2025 | 2.9M | 52.9M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.5M | 46.6M | 1.5% |
| BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd. | Aug 31, 2025 | 2.5M | 46.3M | 1.5% |
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