Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 14.5M | 279.1M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 11.1M | 214.9M | 2.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 11.1M | 214.7M | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 8.7M | 168.8M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 8.4M | 161.3M | 2.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Oct 31, 2025 | 7.1M | 136.9M | 1.8% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 6.5M | 124.7M | 1.7% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 5.8M | 112.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 5.4M | 103.3M | 1.4% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | Sep 30, 2025 | 5.3M | 101.7M | 1.4% |
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