Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 1.7M | 56.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.7M | 55.1M | 2.7% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.4M | 46.3M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.3M | 41.1M | 2.0% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jul 31, 2025 | 885.4K | 28.7M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 812.7K | 26.3M | 1.3% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 739.7K | 24.0M | 1.2% |
| Fidelity Capital Trust-Fidelity Value Fund | Oct 31, 2025 | 701.8K | 22.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 478.3K | 15.5M | 0.8% |
| First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd. | Sep 30, 2025 | 424.4K | 13.8M | 0.7% |
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