Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 1.7M | 90.2M | 5.4% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 941.6K | 45.8M | 2.9% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 815.3K | 41.2M | 2.5% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 814.5K | 41.2M | 2.5% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 688.2K | 35.7M | 2.1% |
| Fidelity Small Cap Opportunities Fund | Apr 30, 2018 | 679.5K | 31.0M | 2.1% |
| Franklin Value Investors Trust-Franklin Small Cap Value | Jan 31, 2018 | 670.1K | 32.6M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 503.2K | 25.5M | 1.6% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 489.3K | 24.1M | 1.5% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 469.1K | 24.4M | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.