Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Feb 28, 2023 | 4.3M | 492.8M | 7.6% |
| Allspring Special Small Cap Value Fund | Feb 28, 2023 | 2.7M | 313.2M | 4.8% |
| First Trust Rising Dividend Achievers | Mar 31, 2023 | 2.1M | 239.0M | 3.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2022 | 1.6M | 187.0M | 2.9% |
| EQ Advisors Trust-1290 VT Gamco Small Company Value Port | Dec 31, 2022 | 1.4M | 161.5M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2022 | 1.4M | 158.9M | 2.4% |
| iShares Russell 2000 ETF | Feb 28, 2023 | 1.2M | 140.3M | 2.2% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2022 | 975.2K | 111.4M | 1.7% |
| Capitol Ser Tr-Fuller & Thaler Behavioral Small Cap Equity Fd | Dec 31, 2022 | 849.1K | 97.0M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2022 | 762.0K | 87.0M | 1.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.