Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 1.3M | 20.0M | 5.0% |
| Chartwell Fds--Berwyn Income Fd | Jan 31, 2018 | 847.3K | 12.4M | 3.4% |
| JNL Series Trust-JNL/PPM America Small Cap Value Fund | Dec 31, 2017 | 785K | 10.0M | 3.1% |
| EQ Advisors Trust-1290 VT Gamco Small Company Value Port | Dec 31, 2017 | 710K | 9.0M | 2.8% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 700.0K | 10.2M | 2.8% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 609.7K | 7.8M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 585.4K | 7.4M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 538.3K | 8.6M | 2.2% |
| Teton Westwood Mighty Mites Fd | Jun 30, 2018 | 467.1K | 7.4M | 1.9% |
| Northern Small Cap Value Fund | Jun 30, 2018 | 422.2K | 6.7M | 1.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.