Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Dec 31, 2025 | 20.5M | 416.6M | 3.0% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Dec 31, 2025 | 14.0M | 284.1M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.8M | 260.1M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 9.7M | 197.2M | 1.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Dec 31, 2025 | 6.0M | 121.2M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 5.4M | 110.4M | 0.8% |
| MORGAN STANLEY INSTITUTIONAL FUND INC-GROWTH PORTFOLIO | Sep 30, 2025 | 5.3M | 107.3M | 0.8% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Dec 31, 2025 | 5.1M | 104.1M | 0.7% |
| SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF | Dec 31, 2025 | 4.8M | 97.4M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 4.6M | 93.4M | 0.7% |
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Holders
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