Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 6.9M | 71.7M | 5.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 2.7M | 28.1M | 2.1% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 2.3M | 18.6M | 1.8% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 1.9M | 19.3M | 1.4% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.7M | 14.8M | 1.3% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.5M | 13.2M | 1.2% |
| Global X Fds-Global X MLP & Energy Infrastructure ETF | Jun 30, 2018 | 1.2M | 12.9M | 1.0% |
| iShares Russell 2000 Value ETF | Jun 30, 2018 | 1.2M | 12.6M | 0.9% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.1M | 9.2M | 0.8% |
| SPDR (R) Ser Tr-SPDR (R) S&P (R) Oil & Gas Equipment & Services ETF | Jun 30, 2018 | 1.1M | 11.0M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.