Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 209.2K | 4.7M | 2.8% |
| Managed Portfolio Series-Cove Street Capital Small Cap Value Fd | Jun 30, 2018 | 163.4K | 4.4M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 148.8K | 4.0M | 2.0% |
| Fidelity Small Cap Stock Fund | Apr 30, 2018 | 118.4K | 3.1M | 1.6% |
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 96.6K | 2.5M | 1.3% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 74.0K | 1.7M | 1.0% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 63.1K | 1.7M | 0.9% |
| Federated MDT Small Cap Core Fund | Jun 30, 2018 | 62.4K | 1.7M | 0.9% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 61.9K | 1.4M | 0.8% |
| Advisors Inner Circle Fund-Thomson Horstmann & Bryant Micro Cap Fd | Jan 31, 2018 | 50.7K | 1.2M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.