Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 6.8M | 3.0B | 4.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.5M | 2.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 2.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.2M | 1.4B | 2.3% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 2.9M | 1.3B | 2.0% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Feb 28, 2026 | 1.9M | 862.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.8M | 801.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.8M | 796.9M | 1.3% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Feb 28, 2026 | 1.8M | 782.5M | 1.3% |
| NEW ECONOMY FUND | Dec 31, 2025 | 1.7M | 744.9M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.