Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 2.7M | 127.1M | 5.3% |
| Janus Henderson Triton Fund | Jun 30, 2018 | 2.0M | 94.9M | 4.0% |
| Mairs & Power Growth Fund Inc | Jun 30, 2018 | 1.7M | 79.1M | 3.3% |
| SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF | Jun 30, 2018 | 1.3M | 62.7M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.2M | 54.5M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.2M | 52.6M | 2.3% |
| Delaware Group Equity Funds V-Small Cap Value Fund | Feb 28, 2018 | 1.1M | 46.3M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.1M | 51.0M | 2.1% |
| Principal Small/Midcap Dividend Income Fd | Jun 30, 2018 | 760.1K | 35.9M | 1.5% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 754.4K | 34.0M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.