Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Advisor Series I-Fidelity Advisor Equity Growth Fund | Feb 28, 2026 | 1.7M | 31.5M | 0.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.7M | 31.0M | 0.8% |
| Variable Insurance Products Fund-Growth Portfolio | Feb 28, 2026 | 1.6M | 28.8M | 0.7% |
| Fidelity Investment Trust-Fidelity Series International Small Cap Fund | Jan 31, 2026 | 1.1M | 20.1M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 20.2M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 953.1K | 17.4M | 0.4% |
| Fidelity Hastings Street Trust-Fidelity Growth Discovery Fund | Feb 28, 2026 | 866.2K | 15.8M | 0.4% |
| Fidelity Puritan Trust-Fidelity Puritan Fund | Feb 28, 2026 | 809.9K | 14.8M | 0.4% |
| SmallCap World Fund Inc | Dec 31, 2025 | 792.2K | 14.4M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund | Feb 28, 2026 | 714.9K | 13.0M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.