Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Sep 30, 2025 | 16.0M | 1.2B | 4.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 9.9M | 715.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.8M | 706.5M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.4M | 531.5M | 2.2% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Sep 30, 2025 | 5.0M | 363.0M | 1.5% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Sep 30, 2025 | 4.4M | 318.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 4.1M | 297.5M | 1.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 3.5M | 250.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.3M | 240.0M | 1.0% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Sep 30, 2025 | 3.1M | 226.6M | 1.0% |
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