Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 177.8K | 2.3M | 1.6% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 171.4K | 3.6M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 95.4K | 1.3M | 0.8% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 73.4K | 1.5M | 0.6% |
| Bernstein Fund, Inc.-Small Cap Core Portfolio | Dec 31, 2017 | 58.9K | 772.8K | 0.5% |
| AQR Funds-AQR Small Cap Multi Style Fd | Dec 31, 2017 | 57.8K | 758.8K | 0.5% |
| American Century Small Company Fund | Jun 30, 2018 | 50.9K | 1.1M | 0.5% |
| WisdomTree Tr-WisdomTree Small Cap Dividend Fd | Jun 30, 2018 | 50.1K | 1.1M | 0.4% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 48.5K | 874.1K | 0.4% |
| James Advantage Micro Cap Fund | Dec 31, 2017 | 33.3K | 437K | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.