Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Sep 30, 2025 | 2.0M | 507.1M | 1.8% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Sep 30, 2025 | 1.7M | 433.0M | 1.5% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 1.7M | 427.8M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.7M | 421.4M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.1M | 266.1M | 0.9% |
| Fidelity Contrafund | Sep 30, 2025 | 802.9K | 201.5M | 0.7% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Sep 30, 2025 | 692.8K | 173.9M | 0.6% |
| SmallCap World Fund Inc | Sep 30, 2025 | 654.1K | 164.2M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 611.5K | 153.5M | 0.5% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund | Sep 30, 2025 | 470.6K | 118.1M | 0.4% |
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