Custom Truck One Source Inc (CTOS) Ownership

5.83 ↓0.12 (-2.02%)

As of May 20, 2022, 10:50am EST.

Institutions
Mutual Funds

Institutional Ownership

Platinum Equity Advisors, LLC/DE is the biggest individual institutional holder of Custom Truck One Source Inc (CTOS), owning a total of 148.6 million shares. Combined, the top 115 institutional holders of CTOS own 263.09% of the company with a total of 650.3 million shares.

In the latest ownership report, the top 115 institutional holders have increased their combined ownership of CTOS by 234.7 million shares, a 26.52% increase from the quarter prior.

Institution Ownership Chart

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Platinum Equity Advisors, LLC/DE	60.172%	0.000%	148,600,000	148,600,000	2021-06-30
Platinum Equity Advisors, LLC/DE	60.086%	0.000%	148,600,000	0	2021-09-30
Platinum Equity Advisors, LLC/DE	60.086%	0.000%	148,600,000	0	2021-12-31
ECP ControlCo, LLC	10.422%	0.000%	25,738,988	25,738,988	2021-06-30
ECP ControlCo, LLC	10.419%	0.000%	25,738,988	0	2021-12-31
ECP ControlCo, LLC	10.408%	0.000%	25,738,988	0	2021-09-30
Blackstone Inc	5.738%	0.000%	14,171,421	14,171,421	2021-06-30
Blackstone Inc	5.730%	0.000%	14,171,421	0	2021-09-30
Alyeska Investment Group, L.P.	2.835%	0.000%	7,000,000	7,000,000	2021-06-30
FMR Inc	2.343%	29.144%	5,793,413	1,307,397	2021-12-31
Federated Hermes Inc	2.166%	596.494%	5,357,435	4,588,235	2021-12-31
FMR Inc	1.814%	211.492%	4,486,016	3,045,846	2021-09-30
Gilder Gagnon Howe & CO LLC	1.640%	63.205%	4,056,096	1,570,815	2021-12-31
HAWKEYE CAPITAL MANAGEMENT, LLC	1.417%	0.000%	3,500,000	3,500,000	2021-12-31
Alyeska Investment Group, L.P.	1.389%	1.108%	3,435,409	37,632	2021-12-31
Alyeska Investment Group, L.P.	1.374%	-51.460%	3,397,777	-3,602,223	2021-09-30
Vanguard Group Inc	1.237%	15.940%	3,059,354	420,618	2021-12-31
BlackRock Inc	1.183%	2.508%	2,924,548	71,556	2021-12-31
Vanguard Group Inc	1.067%	94.828%	2,638,736	1,284,345	2021-09-30
Gilder Gagnon Howe & CO LLC	1.005%	11.369%	2,485,281	253,714	2021-09-30
Allspring Global Investments Holdings, LLC	0.997%	0.000%	2,461,812	2,461,812	2021-12-31
Gilder Gagnon Howe & CO LLC	0.904%	0.000%	2,231,567	2,231,567	2021-06-30
ClearBridge Advisors, LLC	0.859%	1,622.900%	2,124,667	2,001,348	2021-09-30
ClearBridge Advisors, LLC	0.846%	-1.589%	2,090,898	-33,769	2021-12-31
Principal Financial Group Inc	0.615%	0.000%	1,518,204	1,518,204	2021-06-30
Schroder Investment Management Group	0.585%	40.281%	1,445,874	415,172	2021-12-31
FMR Inc	0.583%	0.000%	1,440,170	1,440,170	2021-06-30
Portolan Capital Management, LLC	0.576%	50.446%	1,423,966	477,471	2021-12-31
Vanguard Group Inc	0.549%	0.000%	1,354,391	1,354,391	2021-06-30
Principal Financial Group Inc	0.534%	0.631%	1,316,006	8,257	2020-12-31
Zweig-DiMenna Associates LLC	0.485%	27.025%	1,198,586	255,000	2021-12-31
Portolan Capital Management, LLC	0.419%	0.000%	1,034,377	1,034,377	2021-06-30
Citadel Advisors Llc	0.407%	0.000%	1,002,980	1,002,980	2020-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	0.394%	0.000%	975,000	975,000	2021-12-31
Portolan Capital Management, LLC	0.383%	-8.496%	946,495	-87,882	2021-09-30
Zweig-DiMenna Associates LLC	0.382%	7.705%	943,586	67,500	2021-09-30
Citadel Advisors Llc	0.376%	611.541%	929,898	799,210	2021-12-31
Schroder Investment Management Group	0.369%	0.000%	910,692	910,692	2020-12-31
R.P. Boggs & Co	0.361%	0.000%	891,141	891,141	2020-12-31
Zweig-DiMenna Associates LLC	0.355%	0.000%	876,086	876,086	2021-06-30
Schroder Investment Management Group	0.345%	0.000%	851,381	851,381	2021-06-30
R.P. Boggs & Co	0.329%	0.744%	812,539	6,000	2021-12-31
R.P. Boggs & Co	0.326%	1.482%	806,539	11,779	2021-09-30
R.P. Boggs & Co	0.322%	0.000%	794,760	794,760	2021-06-30
Portolan Capital Management, LLC	0.322%	0.000%	793,073	793,073	2020-12-31
Geode Capital Management, LLC	0.318%	10.449%	787,019	74,455	2021-12-31
Vanguard Group Inc	0.315%	41.018%	777,665	226,198	2020-12-31
Federated Hermes Inc	0.311%	16.551%	769,200	109,229	2021-09-30
Kennedy Capital Management Inc	0.302%	0.000%	744,605	744,605	2021-06-30
BlackRock Inc	0.301%	0.000%	743,609	743,609	2021-06-30
Citadel Advisors Llc	0.291%	0.000%	718,267	718,267	2021-06-30
Gilder Gagnon Howe & CO LLC	0.291%	0.000%	716,538	716,538	2020-12-31
State Street Corporation	0.289%	33.992%	714,572	181,277	2021-12-31
Geode Capital Management, LLC	0.288%	194.699%	712,564	470,770	2021-09-30
ExodusPoint Capital Management, LP	0.272%	0.000%	672,433	672,433	2021-12-31
Federated Hermes Inc	0.267%	0.000%	659,971	659,971	2021-06-30
BlackRock Inc	0.266%	-1.129%	656,327	-7,493	2020-12-31
Wells Fargo & Co	0.265%	76.736%	656,475	285,032	2021-09-30
Kennedy Capital Management Inc	0.246%	-18.296%	608,376	-136,229	2021-09-30
State Street Corporation	0.216%	134.459%	533,295	305,837	2021-09-30
Putnam Investments LLC	0.211%	0.000%	522,800	522,800	2021-12-31
Bank of America Corp	0.207%	45.813%	510,932	160,529	2021-12-31
Moore Capital Management, LP	0.205%	0.000%	505,000	505,000	2021-06-30
AWH Capital, L.P.	0.203%	15.114%	500,000	65,649	2020-12-31
AWH Capital, L.P.	0.203%	0.000%	500,000	500,000	2021-06-30
AWH Capital, L.P.	0.202%	0.000%	500,000	0	2021-09-30
Morgan Stanley - Brokerage Accounts	0.171%	62.446%	423,456	162,781	2021-09-30
Northern Trust Corp	0.168%	136.388%	415,376	239,658	2021-09-30
Ghisallo Capital Management LLC	0.162%	0.000%	400,000	400,000	2021-06-30
Putnam Investments LLC	0.157%	-21.994%	386,988	-109,112	2020-12-31
Wells Fargo & Co	0.150%	0.000%	371,443	371,443	2021-06-30
Silver Rock Financial LP	0.145%	0.000%	356,811	0	2020-12-31
Bank of America Corp	0.142%	9.900%	350,403	31,565	2021-09-30
Bank of America Corp	0.129%	0.000%	318,838	318,838	2021-06-30
Morgan Stanley - Brokerage Accounts	0.106%	0.000%	260,675	260,675	2021-06-30
Kennedy Capital Management Inc	0.102%	0.000%	250,290	250,290	2020-12-31
Geode Capital Management, LLC	0.098%	24.847%	241,794	48,122	2021-06-30
Amvescap Plc.	0.095%	0.000%	234,890	234,890	2020-12-31
Amvescap Plc.	0.092%	0.000%	228,134	228,134	2021-06-30
State Street Corporation	0.092%	0.000%	227,458	227,458	2021-06-30
Geode Capital Management, LLC	0.079%	21.322%	193,672	34,037	2020-12-31
State Street Corporation	0.074%	42.126%	183,342	54,342	2020-12-31
Northern Trust Corp	0.071%	0.000%	175,718	175,718	2021-06-30
Northern Trust Corp	0.062%	-1.764%	153,678	-2,759	2020-12-31
Putnam Investments LLC	0.053%	0.000%	131,600	131,600	2021-06-30
ClearBridge Advisors, LLC	0.050%	0.000%	123,319	123,319	2021-06-30
Windsor Creek Advisors, LLC	0.043%	0.000%	106,670	106,670	2021-06-30
Bank of America Corp	0.036%	4,043.350%	89,082	86,932	2020-12-31
Marshall Wace Asset Management Ltd	0.031%	106.644%	76,665	39,565	2021-03-31
Zweig-DiMenna Associates LLC	0.030%	0.000%	75,000	75,000	2020-12-31
Deutsche Bank AG	0.024%	0.000%	60,313	60,313	2021-06-30
Renaissance Technologies Corp	0.024%	0.000%	60,200	60,200	2021-06-30
Susquehanna International Group, LLP	0.024%	0.000%	60,131	60,131	2021-06-30
Charles Schwab Investment Management Inc	0.023%	-43.228%	55,942	-42,596	2020-12-31
Bank of New York Mellon Corp	0.018%	0.000%	43,565	43,565	2021-06-30
Cornerstone Advisory LLP	0.009%	0.000%	21,000	21,000	2021-06-30
Rhumbline Advisers	0.005%	0.000%	12,145	12,145	2021-06-30
New York State Common Retirement Fund	0.002%	0.000%	5,698	5,698	2021-06-30
Global Retirement Partners, LLC.	0.001%	0.000%	3,278	3,278	2021-06-30
Alyeska Investment Group, L.P.	0.000%	-100.000%	0	-1,271,715	2021-03-31
American International Group Inc	0.000%	-100.000%	0	-7,708	2021-03-31
BlueCrest Capital Management Ltd.	0.000%	-100.000%	0	-150,000	2021-03-31
BNY Mellon Wealth Management	0.000%	-100.000%	0	-604	2021-03-31
Brigade Capital Management, LP	0.000%	-100.000%	0	-155,100	2021-03-31
Brown Advisory Holdings Inc	0.000%	-100.000%	0	-1,369,564	2021-03-31
California State Teachers Retirement Sys	0.000%	-100.000%	0	-19,991	2021-03-31
Envestnet Asset Management Inc	0.000%	-100.000%	0	-32,911	2021-03-31
Phoenix Holdings Ltd	0.000%	-100.000%	0	-2,000,000	2021-03-31
STRS OHIO	0.000%	-100.000%	0	-600	2021-03-31
Susquehanna International Group, LLP	0.000%	-100.000%	0	-45,030	2021-03-31
TD Asset Management Inc	0.000%	-100.000%	0	-460,257	2021-03-31
Two Sigma Investments LLC	0.000%	-100.000%	0	-20,921	2021-03-31
UBS Group AG	0.000%	-100.000%	0	-2,107	2021-03-31
Marshall Wace Asset Management Ltd	0.000%	-100.000%	0	-76,665	2021-06-30
WOLFF WIESE MAGANA LLC	0.000%	0.000%	40	40	2021-06-30

Mutual Fund Ownership

Allspring Special Small Cap Value A is the biggest individual fund holder of Custom Truck One Source Inc (CTOS), owning a total of 4.8 million shares. Combined, the top 173 mutual fund holders of CTOS own 69.04% of the company with a total of 170.5 million shares.

In the latest ownership report, the top 173 mutual funds have increased their combined ownership of CTOS by 16.2 million shares, a 8.66% increase from the quarter prior.

Mutual Funds Chart

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring Special Small Cap Value A	1.949%	0.416%	4,824,593	20,000	2022-03-31
Allspring Special Small Cap Value A	1.945%	0.706%	4,804,593	33,700	2022-02-28
Allspring Special Small Cap Value A	1.929%	0.846%	4,770,893	40,000	2021-12-31
Allspring Special Small Cap Value A	1.929%	0.000%	4,770,893	0	2022-01-31
Allspring Special Small Cap Value A	1.913%	36.141%	4,730,893	1,255,893	2021-11-30
Wells Fargo Special Small Cap Value A	1.419%	0.000%	3,500,000	0	2021-05-31
Wells Fargo Special Small Cap Value A	1.413%	0.000%	3,475,000	0	2021-08-31
Wells Fargo Special Small Cap Value A	1.413%	0.000%	3,475,000	0	2021-09-30
Wells Fargo Special Small Cap Value A	1.409%	-0.714%	3,475,000	-25,000	2021-06-30
Wells Fargo Special Small Cap Value A	1.407%	0.000%	3,475,000	0	2021-07-31
Allspring Special Small Cap Value A	1.405%	0.000%	3,475,000	0	2021-10-31
Wells Fargo Special Small Cap Value A	1.405%	0.000%	3,475,000	0	2021-10-31
Fidelity® Small Cap Growth	1.070%	2.011%	2,650,170	52,244	2022-02-28
Fidelity® Small Cap Growth	1.052%	0.618%	2,597,926	15,956	2022-01-31
Fidelity® Small Cap Growth	1.044%	5.109%	2,581,970	125,500	2021-11-30
Fidelity® Small Cap Growth	1.044%	0.000%	2,581,970	0	2021-12-31
Fidelity® Value	0.998%	16.720%	2,466,400	353,300	2022-02-28
Fidelity® Value	0.996%	0.000%	2,466,400	0	2022-03-31
Fidelity® Small Cap Growth	0.993%	39.419%	2,456,470	694,536	2021-09-30
Fidelity® Small Cap Growth	0.993%	0.000%	2,456,470	0	2021-10-31
Vanguard Total Stock Mkt Idx Inv	0.921%	8.285%	2,275,643	174,118	2022-02-28
Fidelity® Value	0.854%	18.767%	2,113,100	333,900	2021-12-31
Fidelity® Value	0.854%	0.000%	2,113,100	0	2022-01-31
Vanguard Total Stock Mkt Idx Inv	0.850%	18.998%	2,101,525	335,500	2021-11-30
Vanguard Total Stock Mkt Idx Inv	0.850%	0.000%	2,101,525	0	2021-12-31
Vanguard Total Stock Mkt Idx Inv	0.850%	0.000%	2,101,525	0	2022-01-31
Global X US Infrastructure Dev ETF	0.782%	-0.099%	1,932,679	-1,908	2022-02-28
Global X US Infrastructure Dev ETF	0.771%	0.067%	1,905,071	1,284	2022-03-31
Global X US Infrastructure Dev ETF	0.755%	-0.138%	1,864,946	-2,568	2022-04-28
Global X US Infrastructure Dev ETF	0.750%	-0.402%	1,857,456	-7,490	2022-04-29
Vanguard Total Stock Mkt Idx Inv	0.741%	-19.529%	1,831,243	-444,400	2022-03-31
Fidelity® Value	0.719%	21.393%	1,779,200	313,543	2021-10-31
Fidelity® Value	0.719%	0.000%	1,779,200	0	2021-11-30
Vanguard Total Stock Mkt Idx Inv	0.718%	71.841%	1,765,933	738,280	2021-09-30
Fidelity® Small Cap Growth	0.717%	15.276%	1,761,934	233,481	2021-08-31
Vanguard Total Stock Mkt Idx Inv	0.714%	0.005%	1,766,025	92	2021-10-31
Fidelity® Small Cap Growth	0.622%	25.308%	1,528,453	308,700	2021-07-31
Fidelity® Value	0.596%	339.455%	1,465,657	1,132,140	2021-09-30
Federated Hermes Kaufmann Small Cap A	0.549%	76.474%	1,357,435	588,235	2021-12-31
Federated Hermes Kaufmann Small Cap Grow	0.549%	76.474%	1,357,435	588,235	2021-12-31
iShares Russell 2000 ETF	0.517%	-0.314%	1,278,171	-4,028	2022-03-31
iShares Russell 2000 ETF	0.508%	0.459%	1,254,003	5,724	2022-04-28
iShares Russell 2000 ETF	0.500%	-1.234%	1,238,527	-15,476	2022-04-29
Fidelity® Small Cap Growth	0.495%	0.000%	1,219,753	0	2021-05-31
Fidelity® Small Cap Growth	0.494%	0.000%	1,219,753	0	2021-06-30
Federated Hermes Kaufmann Small Cap A	0.484%	-11.787%	1,197,435	-160,000	2022-03-31
Federated Hermes Kaufmann Small Cap Grow	0.484%	-11.787%	1,197,435	-160,000	2022-03-31
Meridian Contrarian Legacy	0.457%	16.103%	1,132,000	157,000	2022-03-31
Fidelity Advisor® Small Cap I	0.445%	56.413%	1,098,374	396,146	2022-02-28
iShares Russell 2000 ETF	0.442%	-0.016%	1,092,769	-173	2021-11-30
iShares Russell 2000 ETF	0.438%	-0.413%	1,083,946	-4,498	2021-12-29
iShares Russell 2000 ETF	0.436%	0.307%	1,073,220	3,287	2021-10-29
iShares Russell 2000 ETF	0.436%	0.064%	1,077,199	692	2021-12-31
iShares Russell 2000 ETF	0.431%	0.278%	1,059,207	2,941	2021-09-30
iShares Russell 2000 ETF	0.427%	-1.021%	1,056,958	-10,899	2022-01-31
iShares Russell 2000 ETF	0.424%	-0.591%	1,048,308	-6,228	2022-02-28
Vanguard Total Stock Mkt Idx Inv	0.417%	181.508%	1,027,653	662,600	2021-06-30
Vanguard Total Stock Mkt Idx Inv	0.416%	0.000%	1,027,653	0	2021-07-31
Vanguard Total Stock Mkt Idx Inv	0.416%	0.000%	1,027,653	0	2021-08-31
Meridian Contrarian Legacy	0.394%	0.000%	975,000	975,000	2021-12-31
Schroder US Smaller Companies Acc	0.318%	20.451%	785,971	133,446	2021-12-31
Strategic Advisers® Small-Mid Cap	0.314%	3.065%	776,292	23,083	2022-01-31
Strategic Advisers® Small-Mid Cap	0.314%	0.000%	776,292	0	2022-02-28
Federated Hermes Kaufmann Small Cap A	0.313%	30.373%	769,200	179,200	2021-09-30
Federated Hermes Kaufmann Small Cap Grow	0.313%	30.373%	769,200	179,200	2021-09-30
Fidelity® Small Cap Growth	0.312%	0.000%	770,309	770,309	2021-01-31
Strategic Advisers® Small-Mid Cap	0.305%	23.011%	753,209	140,899	2021-12-31
Fidelity Advisor® Small Cap I	0.284%	93.528%	702,228	339,371	2022-01-31
Kennedy Extended Small Cap	0.282%	-3.702%	696,124	-26,760	2021-06-30
Vanguard Extended Market Index Investor	0.266%	1.238%	656,809	8,034	2022-03-31
Vanguard Extended Market Index Investor	0.263%	0.000%	648,775	0	2022-02-28
Vanguard Extended Market Index Investor	0.262%	3.383%	648,775	21,228	2022-01-31
Strategic Advisers® Small-Mid Cap	0.259%	-10.580%	638,260	-75,516	2021-04-30
Vanguard Extended Market Index Investor	0.254%	2.200%	627,547	13,506	2021-12-31
Vanguard Extended Market Index Investor	0.248%	5.114%	614,041	29,875	2021-11-30
Strategic Advisers® Small-Mid Cap	0.248%	40.484%	612,310	176,452	2021-11-30
Strategic Advisers® Small-Mid Cap	0.246%	-4.994%	606,385	-31,875	2021-05-31
Federated Hermes Kaufmann Small Cap A	0.239%	0.000%	590,000	590,000	2021-06-30
Federated Hermes Kaufmann Small Cap Grow	0.239%	0.000%	590,000	590,000	2021-06-30
Vanguard Extended Market Index Investor	0.238%	178.246%	584,166	374,220	2021-09-30
Vanguard Extended Market Index Investor	0.236%	0.000%	584,166	0	2021-10-31
Kennedy Extended Small Cap	0.234%	-17.363%	575,257	-120,867	2021-09-30
Strategic Advisers® Small-Mid Cap	0.227%	-7.421%	561,388	-44,997	2021-06-30
Strategic Advisers® Small-Mid Cap	0.221%	-3.075%	544,128	-17,260	2021-07-31
Strategic Advisers® Small-Mid Cap	0.221%	0.000%	544,128	0	2021-08-31
Fidelity® Small Cap Growth K6	0.210%	4.630%	520,452	23,029	2022-02-28
Brighthouse Small Cap Value A	0.203%	107.078%	501,024	259,075	2021-12-31
Fidelity® Small Cap Growth K6	0.201%	3.623%	497,423	17,389	2022-01-31
Fidelity® Small Cap Growth K6	0.200%	7.415%	495,432	34,200	2021-11-30
Brighthouse Small Cap Value A	0.198%	-2.125%	490,378	-10,646	2022-03-31
Putnam Small Cap Value A	0.197%	36.841%	487,700	131,300	2022-03-31
Putnam U.S. Small Cap Value Equity	0.197%	36.841%	487,700	131,300	2022-03-31
Fidelity® Small Cap Growth K6	0.194%	-3.108%	480,034	-15,398	2021-12-31
Fidelity® Small Cap Growth K6	0.193%	44.982%	476,234	147,755	2021-09-30
Strategic Advisers® Small-Mid Cap	0.191%	-13.146%	472,599	-71,529	2021-09-30
TD Global Conservative Opps - I	0.187%	0.000%	460,257	0	2020-12-31
Fidelity® Small Cap Growth K6	0.187%	-3.150%	461,232	-15,002	2021-10-31
Schroder US Smaller Companies Acc	0.185%	0.000%	453,652	0	2021-06-30
AWI Schroder US Smaller Companies	0.183%	0.000%	453,652	0	2021-06-30
Strategic Advisers® Small-Mid Cap	0.176%	-7.774%	435,858	-36,741	2021-10-31
Kennedy Extended Small Cap	0.167%	13.748%	412,472	49,852	2022-03-31
iShares Russell 2000 Value ETF	0.163%	0.000%	401,850	0	2022-03-31
Guardian Small Cap Core VIP	0.162%	0.000%	400,059	0	2021-03-31
Guardian Small Cap Core VIP	0.162%	0.000%	400,059	400,059	2021-12-31
iShares Russell 2000 Value ETF	0.161%	0.000%	397,175	0	2022-04-28
iShares Russell 2000 Value ETF	0.160%	-0.291%	396,020	-1,155	2022-04-29
Fidelity Advisor® Small Cap I	0.147%	0.000%	362,857	362,857	2021-12-31
Kennedy Extended Small Cap	0.147%	-36.964%	362,620	-212,637	2021-12-31
Guardian Small Cap Core VIP	0.147%	-9.249%	363,059	-37,000	2022-03-31
Putnam U.S. Small Cap Value Equity	0.144%	0.000%	356,400	356,400	2021-12-31
Putnam Small Cap Value A	0.144%	0.000%	356,400	356,400	2021-12-31
PGI U.S. Small Cap Equity	0.142%	6.178%	350,600	20,400	2021-06-30
Principal SmallCap R5	0.142%	0.000%	350,600	0	2021-06-30
iShares Russell 2000 Value ETF	0.141%	0.000%	346,559	0	2021-10-29
Fidelity® Small Cap Index	0.141%	0.883%	347,594	3,043	2021-11-30
Fidelity® Small Cap Index	0.139%	1.066%	344,551	3,635	2021-10-31
iShares Russell 2000 Value ETF	0.139%	0.000%	344,219	0	2021-11-30
Fidelity® Small Cap Index	0.138%	-1.559%	342,176	-5,418	2021-12-31
Fidelity® Small Cap Index	0.138%	225.060%	340,916	236,038	2021-09-30
Fidelity® Value	0.136%	0.000%	333,517	333,517	2021-08-31
iShares Russell 2000 Value ETF	0.135%	0.000%	331,983	0	2021-09-30
Fidelity® Small Cap Growth K6	0.134%	16.352%	328,479	46,164	2021-08-31
iShares Russell 2000 Value ETF	0.132%	0.000%	326,706	0	2021-12-29
iShares Russell 2000 Value ETF	0.132%	0.000%	326,706	0	2021-12-31
iShares Russell 2000 Value ETF	0.131%	0.000%	323,646	0	2022-01-31
iShares Russell 2000 ETF	0.122%	-0.179%	302,037	-541	2021-08-31
iShares Russell 2000 ETF	0.122%	-0.726%	300,978	-2,200	2021-06-30
iShares Russell 2000 ETF	0.121%	-0.701%	297,478	-2,100	2021-07-30
Putnam Small Cap Value A	0.115%	75.844%	284,271	122,610	2021-06-30
Fidelity® Small Cap Growth K6	0.115%	28.902%	282,315	63,300	2021-07-31
Invesco DWA SmallCap Momentum ETF	0.106%	0.000%	260,749	0	2021-06-30
Fidelity® Extended Market Index	0.105%	2.493%	260,217	6,330	2021-12-31
Fidelity® Extended Market Index	0.103%	12.540%	253,887	28,289	2021-11-30
Hartford Schroders US Small Cap Opps I	0.102%	13.074%	252,312	29,173	2021-12-31
Schroder US Smaller Companies Acc	0.100%	0.000%	246,869	246,869	2020-12-31
Pru Ret Small Cap Value/Kennedy SP	0.100%	259.903%	246,451	177,974	2021-03-31
Principal SmallCap SP	0.098%	-8.965%	242,700	-23,900	2021-06-30
Brighthouse Small Cap Value A	0.098%	206.746%	241,949	163,073	2021-09-30
Invesco DWA SmallCap Momentum ETF	0.098%	0.151%	240,822	363	2021-09-30
Pru Ret Small Cap Value/Kennedy SP	0.097%	-3.042%	238,954	-7,497	2021-06-30
Invesco DWA SmallCap Momentum ETF	0.093%	-0.458%	230,918	-1,062	2021-11-30
Fidelity® Extended Market Index	0.091%	1.941%	225,598	4,296	2021-10-31
Hartford Schroders US Small Cap Opps I	0.090%	34.249%	223,139	56,926	2021-11-30
Fidelity® Extended Market Index	0.090%	162.122%	221,302	136,875	2021-09-30
Fidelity® Small Cap Growth K6	0.089%	0.000%	219,015	0	2021-05-31
Fidelity® Small Cap Growth K6	0.089%	0.000%	219,015	0	2021-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.088%	7.469%	217,276	15,100	2021-12-31
Invesco DWA SmallCap Momentum ETF	0.087%	0.667%	213,572	1,416	2021-10-31
CREF Stock R1	0.086%	266.486%	211,455	153,757	2021-09-30
Vanguard Extended Market Index Investor	0.085%	0.000%	209,946	0	2021-06-30
Vanguard Extended Market Index Investor	0.085%	0.000%	209,946	0	2021-07-31
Vanguard Extended Market Index Investor	0.085%	0.000%	209,946	0	2021-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.082%	219.393%	202,176	138,876	2021-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.082%	0.000%	202,176	0	2021-11-30
ClearBridge Small Cap Value	0.081%	0.000%	199,030	0	2021-08-31
ClearBridge Small Cap Value	0.081%	0.000%	199,030	0	2021-09-30
ClearBridge Small Cap Value	0.081%	184.451%	199,030	129,060	2021-07-31
ClearBridge Small Cap Value	0.081%	0.000%	199,030	0	2021-10-31
ClearBridge Small Cap Value	0.081%	0.000%	199,030	0	2021-11-30
Schwab US Small-Cap ETF™	0.080%	0.060%	195,605	118	2021-10-29
Schwab US Small-Cap ETF™	0.079%	0.152%	194,307	295	2021-09-30
Invesco DWA SmallCap Momentum ETF	0.079%	-1.291%	194,358	-2,541	2021-07-29
Invesco DWA SmallCap Momentum ETF	0.079%	0.000%	194,358	0	2021-07-31
Invesco DWA SmallCap Momentum ETF	0.077%	-0.758%	190,002	-1,452	2021-08-31
Putnam VT Small Cap Value IA	0.069%	67.779%	170,529	68,890	2021-06-30
Fidelity® Small Cap Growth K6	0.069%	0.000%	169,600	169,600	2021-01-31
Hartford Schroders US Small Cap Opps I	0.068%	0.000%	166,213	0	2021-09-30
Schroders U.S. Small Cap Core	0.068%	26.894%	166,213	35,227	2021-09-30
iShares Russell 2000 Value ETF	0.064%	-0.249%	158,041	-395	2021-06-30
iShares Russell 2000 Value ETF	0.062%	0.000%	152,037	0	2021-07-30
iShares Russell 2000 Value ETF	0.061%	0.000%	150,773	0	2021-08-31
Hartford Schroders US Small Cap Opps I	0.053%	2.279%	130,986	2,918	2021-05-31
Hartford Schroders US Small Cap Opps I	0.053%	0.000%	130,986	0	2021-06-30