Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 6.0M | 8.9M | 8.7% |
| Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund | Jan 31, 2026 | 3.0M | 4.4M | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 3.1M | 3.0% |
| Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund | Feb 28, 2026 | 883.1K | 1.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 738.7K | 1.1M | 1.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Feb 28, 2026 | 342.5K | 506.9K | 0.5% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | Dec 31, 2025 | 173K | 256.0K | 0.3% |
| iShares Trust-iShares Micro-Cap ETF | Jan 31, 2026 | 140.3K | 207.6K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | Feb 28, 2026 | 104.0K | 153.9K | 0.2% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | Feb 28, 2026 | 87.6K | 129.6K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.