Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Sep 30, 2025 | 1.1M | 157.6M | 6.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 490.7K | 68.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 471.8K | 65.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 355.2K | 49.2M | 1.9% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund | Sep 30, 2025 | 262.0K | 36.3M | 1.4% |
| SmallCap World Fund Inc | Sep 30, 2025 | 201.7K | 27.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 198.1K | 27.4M | 1.1% |
| Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund | Sep 30, 2025 | 196.6K | 27.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 164.5K | 22.8M | 0.9% |
| AB CAP FUND, INC.-AB Small Cap Growth Portfolio | Oct 31, 2025 | 149.1K | 20.7M | 0.8% |
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