Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Advisor Series I-Fidelity Advisor Equity Growth Fund | Feb 28, 2026 | 1.7M | 38.6M | 0.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.7M | 37.9M | 0.8% |
| Variable Insurance Products Fund-Growth Portfolio | Feb 28, 2026 | 1.6M | 35.2M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 24.7M | 0.5% |
| Fidelity Investment Trust-Fidelity Series International Small Cap Fund | Jan 31, 2026 | 1.1M | 24.6M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 953.1K | 21.3M | 0.4% |
| Fidelity Hastings Street Trust-Fidelity Growth Discovery Fund | Feb 28, 2026 | 866.2K | 19.3M | 0.4% |
| Fidelity Puritan Trust-Fidelity Puritan Fund | Feb 28, 2026 | 809.9K | 18.1M | 0.4% |
| SmallCap World Fund Inc | Dec 31, 2025 | 792.2K | 17.7M | 0.4% |
| Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund | Feb 28, 2026 | 714.9K | 15.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.