Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Jul 31, 2026 | 17.1M | 1.7B | 5.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 10.8M | 1.1B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 10.0M | 984.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 7.2M | 711.0M | 2.2% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Jul 31, 2026 | 4.7M | 465.5M | 1.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Jul 31, 2026 | 4.2M | 415.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 4.2M | 410.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 3.6M | 355.6M | 1.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 3.1M | 300.2M | 0.9% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Jun 30, 2026 | 2.8M | 273.3M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.