Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Delaware Group Equity Fds V-Small Cap Core Fund | Feb 28, 2018 | 653.6K | 18.9M | 2.8% |
| AMG Managers Skyline Special Equities Fd | Dec 31, 2017 | 571.1K | 19.3M | 2.5% |
| AMG Chicago Equity Partners Balanced Fd | Mar 31, 2018 | 542.3K | 15.5M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 471.3K | 17.9M | 2.0% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 465.0K | 15.7M | 2% |
| Lord Abbett Research Fund, Small-Cap Value Series | Feb 28, 2018 | 465.0K | 13.5M | 2% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 336.4K | 11.3M | 1.5% |
| RBC Fds Tr-RBC Small Cap Core Fd | Dec 31, 2017 | 277.9K | 9.4M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 274.9K | 9.3M | 1.2% |
| Loomis Sayles Small Cap Value Fund | Dec 31, 2017 | 199.2K | 6.7M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.