Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 1.7M | 134.0M | 5.3% |
| Price (T.Rowe) Small Cap Stock Fund | Jun 30, 2018 | 1.0M | 81.6M | 3.2% |
| Price (T.Rowe) New Horizons Fund | Jun 30, 2018 | 892.1K | 71.0M | 2.8% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 761.0K | 72.0M | 2.4% |
| Baron Small Cap Fund | Dec 31, 2017 | 750K | 70.9M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 737.7K | 69.8M | 2.3% |
| Carillon Ser Tr-Carillon Eagle Small Cap Growth Fund | Jun 30, 2018 | 684.3K | 54.5M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 666.3K | 53.0M | 2.1% |
| Global X Fds-Global X Robotics & Artificial Intelligence Thematic ETF | Jun 30, 2018 | 598.8K | 47.7M | 1.9% |
| Price (T.Rowe) Small-Cap Value Fund | Jun 30, 2018 | 573.4K | 45.6M | 1.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.