Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.9M | 56.2M | 2.4% |
| Diamond Hill Small Cap Fund | Dec 31, 2017 | 1.9M | 70.8M | 2.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.8M | 65.4M | 2.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.7M | 63.5M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.5M | 42.9M | 1.8% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.1M | 40.7M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 914.8K | 33.9M | 1.2% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 830.2K | 24.4M | 1.1% |
| Diamond Hill Small-Mid Cap Fund | Dec 31, 2017 | 817.7K | 30.3M | 1.0% |
| Advantage Funds, Inc.-Dreyfus Opportunistic Small Cap Fund | Jun 30, 2018 | 734.7K | 21.6M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.