Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Russell 2000 ETF | Jun 30, 2018 | 539.0K | 9.6M | 2.2% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 524.7K | 10.7M | 2.2% |
| Federated Kaufmann Small Cap Fund | Jun 30, 2018 | 419K | 7.4M | 1.7% |
| Price (T.Rowe) QM U.S. Small Cap Growth Equity Fd | Jun 30, 2018 | 307.5K | 5.5M | 1.3% |
| Columbia Fds Ser Tr-Columbia Small Cap Value II Fd | Feb 28, 2018 | 255K | 5.3M | 1.1% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 251.2K | 4.5M | 1.0% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 216.6K | 4.4M | 0.9% |
| Hartford Midcap Value Fund | Apr 30, 2018 | 192.9K | 3.4M | 0.8% |
| Baron Discovery Fund | Dec 31, 2017 | 170K | 3.5M | 0.7% |
| Columbia Fds Ser Tr I-Columbia Small Cap Growth Fd I | Feb 28, 2018 | 163.8K | 3.4M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.