Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Ivy Science & Technology Fund | Dec 31, 2017 | 7.3M | 137.8M | 6.3% |
| Undiscovered Managers Behavioral Value Fund | Jun 30, 2018 | 3.7M | 78.2M | 3.2% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 3.1M | 66.1M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.8M | 54.0M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 2.8M | 53.9M | 2.5% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 2.5M | 52.3M | 2.1% |
| Financial Investors Tr-Vulcan Value Partners Small Cap Fd | Jan 31, 2018 | 2.4M | 44.4M | 2.0% |
| Brown Capital Management Small Company Fund | Mar 31, 2018 | 2.2M | 42.5M | 1.9% |
| Janus Henderson Triton Fund | Jun 30, 2018 | 1.8M | 37.8M | 1.5% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 1.6M | 29.8M | 1.4% |
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