Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 2.0M | 63.3M | 4.1% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 1.4M | 41.5M | 2.8% |
| Fidelity Small Cap Opportunities Fund | Apr 30, 2018 | 1.1M | 27.3M | 2.2% |
| Victory Portfolios-Sycamore Small Company Opportunity Fund | Jan 31, 2018 | 1.0M | 23.4M | 2.0% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 992.0K | 23.0M | 2.0% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 948.9K | 23.0M | 1.9% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 903.4K | 21.9M | 1.8% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 827.0K | 25.7M | 1.7% |
| Victory Portfolios-Victory Integrity Small Cap Value Fund | Dec 31, 2017 | 698.7K | 16.9M | 1.4% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 551.2K | 17.1M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.