Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 2.7M | 118.7M | 4.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.1M | 90.7M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.0M | 85.9M | 3.0% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 1.9M | 82.5M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.6M | 70.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.5M | 63.9M | 2.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.5M | 63.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 945.4K | 41.0M | 1.4% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | Sep 30, 2025 | 941.0K | 40.8M | 1.4% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 912.2K | 39.5M | 1.4% |
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