Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Feb 28, 2026 | 3.4M | 362.5M | 3.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.4M | 148.5M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 890.5K | 96.0M | 0.9% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund | Feb 28, 2026 | 701.8K | 75.7M | 0.7% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Feb 28, 2026 | 686.3K | 74.0M | 0.7% |
| Putnam Funds Trust-Putnam Small Cap Growth Fund | Dec 31, 2025 | 595.0K | 64.1M | 0.6% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 590.2K | 63.6M | 0.6% |
| Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund | Feb 28, 2026 | 563.3K | 60.7M | 0.6% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 450.8K | 48.6M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 370.6K | 39.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.