Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 2.0M | 82.3M | 4.4% |
| Invesco ETF TR II-Invesco Solar ETF | Jun 30, 2018 | 476.5K | 19.5M | 1.1% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 479.5K | 15.1M | 1.1% |
| GMO Resources Fund | Feb 28, 2018 | 346.1K | 13.9M | 0.8% |
| iShares S&P Small Cap 600 Growth Index ETF | Jun 30, 2018 | 344.3K | 14.1M | 0.8% |
| Vanguard Tax Managed Fund-Small Cap Fund | Dec 31, 2017 | 258.7K | 8.2M | 0.6% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 232.4K | 9.5M | 0.5% |
| Vanguard Horizon Fund-Strategic Small-Cap Equity Fund | Dec 31, 2017 | 198.0K | 6.2M | 0.4% |
| Innovator IBD 50 ETF | Jun 30, 2018 | 184.4K | 7.5M | 0.4% |
| Columbia Fds Ser Tr-Columbia Small Cap Index Fd | Feb 28, 2018 | 182.9K | 7.4M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.