Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Feb 28, 2026 | 1.1M | 2.9B | 6.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 492.2K | 1.2B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 473.2K | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 339.9K | 853.2M | 1.8% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund | Feb 28, 2026 | 262.0K | 657.7M | 1.4% |
| SmallCap World Fund Inc | Dec 31, 2025 | 201.7K | 506.4M | 1.1% |
| Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund | Feb 28, 2026 | 196.6K | 493.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 191.7K | 481.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 166.1K | 417.0M | 0.9% |
| AB CAP FUND, INC.-AB Small Cap Growth Portfolio | Jan 31, 2026 | 133.2K | 334.3M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.