Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 13.6M | 201.0M | 4.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 10.6M | 157.5M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.1M | 134.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 6.5M | 95.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.2M | 61.7M | 1.5% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Mar 31, 2026 | 4M | 59.2M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.1M | 45.6M | 1.1% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Dec 31, 2025 | 2.7M | 39.7M | 0.9% |
| Fidelity Capital Trust-Fidelity Value Fund | Mar 31, 2026 | 2.6M | 38.2M | 0.9% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Dec 31, 2025 | 2.5M | 37.0M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.