Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Sep 30, 2025 | 6.3M | 1.4B | 4.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.5M | 1.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.4M | 988.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.4M | 744.5M | 2.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Sep 30, 2025 | 1.9M | 432.5M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.9M | 416.6M | 1.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.9M | 414.3M | 1.3% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Sep 30, 2025 | 1.7M | 378.9M | 1.2% |
| NEW ECONOMY FUND | Sep 30, 2025 | 1.7M | 372.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 336.4M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.