Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 8.9M | 87.6M | 2.9% |
| Fidelity Select Portfolios-Select Software and IT Services Portfolio | Sep 30, 2025 | 8.1M | 79.3M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.1M | 79.2M | 2.6% |
| IVY FUNDS-Macquarie Science and Technology Fund | Sep 30, 2025 | 7.5M | 73.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 6.0M | 59.2M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.9M | 37.9M | 1.2% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 3.6M | 35.6M | 1.2% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Sep 30, 2025 | 3.5M | 33.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 3.0M | 29.3M | 1.0% |
| Fidelity Capital Trust-Fidelity Value Fund | Sep 30, 2025 | 2.5M | 24.5M | 0.8% |
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Holders
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Ultra plan.