Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Balanced Fund | Jun 30, 2018 | 3.8M | 124.0M | 8.6% |
| Smallcap World Fund | Mar 31, 2018 | 3.4M | 105.2M | 7.7% |
| Legg Mason Clearbridge Small Cap Growth Fd | Jun 30, 2018 | 1.2M | 40.5M | 2.8% |
| Victory Portfolios-Victory RS Small Cap Growth Fund | Dec 31, 2017 | 937.3K | 23.5M | 2.1% |
| Fidelity OTC Portfolio | Jun 30, 2018 | 931.4K | 30.3M | 2.1% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 895.6K | 29.1M | 2.0% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 814.1K | 20.4M | 1.8% |
| Fidelity Small Cap Growth Fund | Apr 30, 2018 | 799.7K | 25.6M | 1.8% |
| Columbia Acorn Fund | Mar 31, 2018 | 554.4K | 17.2M | 1.3% |
| Federated Kaufmann Fund | Jun 30, 2018 | 515K | 16.7M | 1.2% |
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Holders
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Ultra plan.