Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 3.8M | 51.3M | 4.6% |
| Nuveen Small Cap Value Fund | Jun 30, 2018 | 2.9M | 38.6M | 3.5% |
| Van Eck Global Hard Assets Fund | Dec 31, 2017 | 1.9M | 31.4M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.5M | 20.2M | 1.8% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.5M | 25.4M | 1.8% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.4M | 24.1M | 1.7% |
| Victory Portfolios-Victory Integrity Small Cap Value Fund | Dec 31, 2017 | 1.3M | 21.8M | 1.6% |
| Glenmede Fund-Small Cap Equity Portfolio | Jan 31, 2018 | 1.2M | 19.1M | 1.5% |
| Brighthouse Fds Tr II-Van Eck Global Natural Resources Porfolio | Mar 31, 2018 | 1.1M | 13.9M | 1.3% |
| Williston Basin/Mid-North America Stock Fund | Dec 31, 2017 | 1M | 16.9M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.