Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 1.7M | 54.1M | 5.2% |
| Aberdeen U.S. Small Cap Equity Fd | Jan 31, 2018 | 1.4M | 41.8M | 4.4% |
| Price (T.Rowe) Small Cap Stock Fund | Jun 30, 2018 | 1.2M | 39.2M | 3.8% |
| Nuveen Small Cap Value Fund | Jun 30, 2018 | 1.2M | 38.5M | 3.7% |
| Franklin Value Investors Trust-Franklin Small Cap Value | Jan 31, 2018 | 1.0M | 30.7M | 3.2% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 762.9K | 20.6M | 2.4% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 688.0K | 20.6M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 661.4K | 21.4M | 2.1% |
| Price (T.Rowe) Institutional Small-Cap Stock Fund | Jun 30, 2018 | 587.5K | 19.0M | 1.8% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 502.7K | 16.8M | 1.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.