Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Feb 28, 2026 | 2.0M | 791.7M | 1.7% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Dec 31, 2025 | 1.9M | 760.6M | 1.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 1.7M | 676.0M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.7M | 665.7M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 433.0M | 0.9% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Feb 28, 2026 | 854.9K | 342.2M | 0.7% |
| SmallCap World Fund Inc | Dec 31, 2025 | 630.2K | 252.3M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 575.7K | 230.5M | 0.5% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Jan 31, 2026 | 558.4K | 223.5M | 0.5% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 504.4K | 201.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.