Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Contrafund | Feb 28, 2026 | 18.4M | 45.0M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 11.5M | 28.3M | 1.3% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Feb 28, 2026 | 9.5M | 23.2M | 1.0% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 9.0M | 22.1M | 1.0% |
| Fidelity Investment Trust-Fidelity International Discovery Fund | Feb 28, 2026 | 8.3M | 20.4M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 7.4M | 18.0M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 6.0M | 14.8M | 0.6% |
| Fidelity Investment Trust-Fidelity Pacific Basin Fund | Feb 28, 2026 | 5.1M | 12.4M | 0.6% |
| Fidelity Trend Fund | Feb 28, 2026 | 5.1M | 12.5M | 0.6% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Strategies Fund | Feb 28, 2026 | 4.6M | 11.2M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.