Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 905.4K | 17.8M | 4.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 434.0K | 6.3M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 399.1K | 7.9M | 2.1% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 230.9K | 3.5M | 1.2% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 227.7K | 3.3M | 1.2% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 199.9K | 3.5M | 1.0% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 180.1K | 3.6M | 0.9% |
| Vanguard Tax Managed Fund-Small Cap Fund | Dec 31, 2017 | 165.6K | 2.4M | 0.9% |
| DFA U.S. Micro Cap Series | Jan 31, 2018 | 158.1K | 2.4M | 0.8% |
| iShares S&P Small Cap 600 Growth Index ETF | Jun 30, 2018 | 140.1K | 2.8M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.