Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Dec 31, 2025 | 13.6M | 133.7M | 4.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 10.6M | 104.7M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.1M | 89.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 6.5M | 63.6M | 2.3% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Jan 31, 2026 | 4.8M | 47.0M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 4.2M | 41.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.1M | 30.3M | 1.1% |
| COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta | Dec 31, 2025 | 2.7M | 26.4M | 0.9% |
| Williamsburg Investment Trust-Davenport Small Cap Focus Fund | Dec 31, 2025 | 2.5M | 24.6M | 0.9% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 2.3M | 22.8M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.