Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco ETF TR II-Invesco Solar ETF | Jun 30, 2018 | 2.9M | 17.7M | 3.0% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.8M | 11.4M | 1.9% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.7M | 3.4M | 1.7% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 823.7K | 5.1M | 0.9% |
| Royce Smaller Companies Growth Fund | Dec 31, 2017 | 636K | 1.3M | 0.7% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 569.7K | 1.2M | 0.6% |
| Invesco ETF Tr-Invesco Wilderhill Clean Energy ETF | Jun 30, 2018 | 483.4K | 3.0M | 0.5% |
| Bridgeway Funds Inc-Ultra Small Company Fund | Mar 31, 2018 | 392K | 1.4M | 0.4% |
| Fidelity Extended Market Index Fund | Jun 30, 2018 | 344.6K | 2.1M | 0.4% |
| Financial Investors Tr-Emerald Growth Fund | Jan 31, 2018 | 268.6K | 459.3K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.