Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 1.7M | 72.1M | 3.2% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 1.6M | 70.0M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 1.1M | 48.3M | 2.2% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Sep 30, 2025 | 793.8K | 34.6M | 1.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 699.3K | 30.5M | 1.4% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Sep 30, 2025 | 665.0K | 29.0M | 1.3% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 515.8K | 22.5M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 443.9K | 19.3M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 404.5K | 17.6M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 392.0K | 17.1M | 0.8% |
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