Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | Jun 30, 2018 | 3.6M | 94.6M | 5.4% |
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 2.6M | 59.4M | 3.9% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.7M | 45.9M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.6M | 43.4M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.4M | 37.2M | 2.1% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 1.0M | 28.5M | 1.5% |
| iShares S&P Smallcap 600 Value ETF | Jun 30, 2018 | 979.7K | 25.5M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 928.1K | 25.7M | 1.4% |
| Harbor Small Cap Value Fund | Jun 30, 2018 | 894.8K | 23.2M | 1.3% |
| Invesco Small Cap Value Fd | Jun 30, 2018 | 770.9K | 20.0M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.