Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Neuberger & Berman Genesis Fund | Jun 30, 2018 | 2.1M | 139.3M | 4.7% |
| JP Morgan Value Advantage Fund | Jun 30, 2018 | 1.2M | 78.0M | 2.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.0M | 69.1M | 2.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.0M | 67.2M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 953.0K | 61.8M | 2.1% |
| Brown Advisory Fds-Brown Advisory Small Cap Fund Value Fd | Jun 30, 2018 | 684.4K | 44.4M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 584.0K | 38.6M | 1.3% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 575.9K | 38.1M | 1.3% |
| Glenmede Fund-Small Cap Equity Portfolio | Jan 31, 2018 | 488.3K | 31.0M | 1.1% |
| Fidelity Leveraged Company Stock Fund | Apr 30, 2018 | 482.1K | 25.8M | 1.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.