Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Neuberger & Berman Genesis Fund | Mar 31, 2023 | 1.1M | 131.9M | 2.5% |
| Price (T.Rowe) Small Cap Stock Fund | Dec 31, 2022 | 751.1K | 90.9M | 1.7% |
| Conestoga Small Cap Fund | Dec 31, 2022 | 750.2K | 90.8M | 1.7% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jan 31, 2023 | 501.3K | 60.7M | 1.1% |
| Price (T.Rowe) Small-Cap Value Fund | Dec 31, 2022 | 478.9K | 57.9M | 1.1% |
| Price (T.Rowe) Institutional Small-Cap Stock Fund | Dec 31, 2022 | 398.4K | 48.2M | 0.9% |
| Price (T.Rowe) U.S. Small-Cap Core Equity Trust | Dec 31, 2022 | 328.0K | 39.7M | 0.7% |
| Alger Weatherbie Specialized Growth Fund | Jan 31, 2023 | 311.5K | 37.7M | 0.7% |
| Alger Fds II-Alger Spectra Fund | Jan 31, 2023 | 306.0K | 37.0M | 0.7% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Dec 31, 2022 | 287.9K | 34.8M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.