Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Jan 31, 2026 | 1.3M | 1.6B | 2.5% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 1.1M | 1.3B | 2.1% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 1.0M | 1.2B | 1.9% |
| T. Rowe Price Small-Cap Value Fund, Inc. | Dec 31, 2025 | 707.7K | 870.5M | 1.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jan 31, 2026 | 699.3K | 860.1M | 1.4% |
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Feb 28, 2026 | 693.9K | 853.4M | 1.3% |
| -Price (T.Rowe) U.S. Small-Cap Value Equity Trust | Sep 30, 2025 | 515.8K | 634.5M | 1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 437.4K | 538.0M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jan 31, 2026 | 404.5K | 497.5M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Jan 31, 2026 | 381.3K | 468.9M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.