Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Eaton Vance SMID-Cap Port | Mar 31, 2018 | 2.0M | 152.7M | 4.7% |
| Baron Growth Fund | Dec 31, 2017 | 1.2M | 93.3M | 2.8% |
| Virtus Equity Tr-Virtus KAR Small Cap Growth Fd | Dec 31, 2017 | 695.6K | 55.0M | 1.6% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 413.9K | 32.7M | 1.0% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 413.5K | 32.7M | 1.0% |
| JP Morgan Small Cap Equity Fund | Jun 30, 2018 | 410.7K | 44.9M | 1.0% |
| Royce Premier Fund | Dec 31, 2017 | 395.0K | 31.2M | 0.9% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 245.3K | 19.4M | 0.6% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 226.0K | 17.9M | 0.5% |
| Fidelity Small Cap Stock Fund | Apr 30, 2018 | 151.6K | 13.5M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.