Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 13.4M | 50.0M | 2.7% |
| Trust for Advised Port-Miller Opportunity Trust | Jun 30, 2018 | 13.2M | 49.4M | 2.6% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 12.1M | 31.9M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 12.1M | 31.9M | 2.4% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 10.7M | 40.1M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 7.5M | 19.7M | 1.5% |
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 6.9M | 16.1M | 1.4% |
| Fidelity Series Intrinsic Opportunities Fund | Apr 30, 2018 | 6.4M | 14.9M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 6.3M | 16.5M | 1.3% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 5.8M | 21.7M | 1.2% |
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Holders
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