Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 252.1K | 29.0M | 3.5% |
| Price (T.Rowe) Small-Cap Value Fund | Jun 30, 2018 | 124.3K | 14.3M | 1.7% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 114.0K | 20.9M | 1.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 111.9K | 20.5M | 1.6% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 101.5K | 11.7M | 1.4% |
| Ivy Small Cap Core Fund | Dec 31, 2017 | 95K | 17.4M | 1.3% |
| Price (T.Rowe) QM U.S. Small Cap Growth Equity Fd | Jun 30, 2018 | 89.5K | 10.3M | 1.3% |
| Fidelity Select Portfolios-Consumer Staples | Jun 30, 2018 | 80.2K | 9.2M | 1.1% |
| iShares S&P Small Cap 600 Growth Index ETF | Jun 30, 2018 | 74.7K | 8.6M | 1.1% |
| DFA U.S. Micro Cap Series | Jan 31, 2018 | 72.7K | 12.1M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.