Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 6.8M | 2.8B | 4.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.5M | 1.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 1.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.2M | 1.3B | 2.3% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 2.9M | 1.2B | 2.0% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Feb 28, 2026 | 1.9M | 807.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 1.8M | 750.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.8M | 745.7M | 1.3% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Feb 28, 2026 | 1.8M | 732.1M | 1.3% |
| NEW ECONOMY FUND | Dec 31, 2025 | 1.7M | 696.9M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.