Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 16.2M | 1.0B | 4.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 10.0M | 618.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.8M | 605.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.1M | 438.4M | 2.1% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Feb 28, 2026 | 4.7M | 292.3M | 1.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Feb 28, 2026 | 4.4M | 271.8M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 4.0M | 247.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.4M | 208.1M | 1.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 3.0M | 183.7M | 0.9% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 2.4M | 146.3M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.