Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Chartwell Fds--Berwyn Income Fd | Jan 31, 2018 | 1.5M | 10.1M | 5.8% |
| Royce Total Return Fund | Dec 31, 2017 | 862.3K | 4.8M | 3.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 669.8K | 3.7M | 2.6% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 375.8K | 2.5M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 339.7K | 1.9M | 1.3% |
| Adirondack Small Cap Fund | Dec 31, 2017 | 332.1K | 1.9M | 1.3% |
| Perritt Microcap Opportunities Fund | Jun 30, 2018 | 327.7K | 1.5M | 1.3% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 270.7K | 1.8M | 1.1% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 246.0K | 1.6M | 1.0% |
| DFA U.S. Micro Cap Series | Jan 31, 2018 | 222.4K | 1.5M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.