Xerox Holdings Corp

 XRX Morningstar Rating

Major Shareholders 

XRX

Funds Institutions
Name Shares
Held 		% Total
Shares Held 		Shares
Change 		% Chg from
Prior Port 		% Total
Assets 		Date of
Portfolio 		Star Rating
Vanguard Total Stock Market Index Fund 4,365,744 2.45 -136,770 -3.04 0.01 06/30/2021
iShares Core S&P Mid-Cap ETF 4,357,750 2.44 0 0.00 0.17 07/30/2021
Vanguard Small Cap Index 3,829,916 2.15 -87,248 -2.23 0.07 06/30/2021
DFA US Small Cap Value Portfolio 3,047,553 1.71 108,489 3.69 0.46 06/30/2021
JHancock Disciplined Value Mid Cap Fund 2,744,582 1.54 -463,121 -14.44 0.35 06/30/2021
JNL/Goldman Sachs Intrinsic Value Fund 2,662,143 1.49 -2,658 -0.10 2.66 03/31/2021
Vanguard Small Cap Value Index Fund 2,388,449 1.34 2,923 0.12 0.12 06/30/2021
Vanguard Extended Market Index Fund 2,272,795 1.27 -104,215 -4.38 0.05 06/30/2021
JNL/Goldman Sachs Total Yield Fund 2,207,800 1.24 -59,625 -2.63 2.68 03/31/2021
First Trust Technology AlphaDEX® Fund 1,702,896 0.95 0 0.00 1.54 07/29/2021
SPDR® S&P MIDCAP 400 ETF Trust 1,452,052 0.81 -11,709 -0.80 0.17 07/31/2021
DFA US Targeted Value Portfolio 1,406,185 0.79 0 0.00 0.25 06/30/2021
iShares S&P Mid-Cap 400 Value ETF 1,114,500 0.62 0 0.00 0.31 07/30/2021
Fidelity® Extended Market Index Fund 852,918 0.48 -18,318 -2.10 0.05 06/30/2021
Putnam Global Technology Fund 830,842 0.47 0 0.00 1.63 06/30/2021
State Street S&P Mid Cap Index Fund 779,600 0.44 0 0.00 0.17 07/31/2021
State Street Russell Small/Mid Cap® 695,200 0.39 14,700 2.16 0.05 07/31/2021
Vanguard Information Technology Index Fd 675,134 0.38 -94,460 -12.27 0.03 06/30/2021
American Beacon Sm Cap Val Fd 651,848 0.37 -10,952 -1.65 0.24 06/30/2021
Schwab US Small-Cap ETF™ 635,360 0.36 398 0.06 0.09 07/30/2021
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