Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Feb 28, 2026 | 2.4M | 1.0B | 1.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.1M | 482.2M | 0.5% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Feb 28, 2026 | 1.0M | 452.5M | 0.5% |
| MFS Series Trust II-MFS Growth Fund | Feb 28, 2026 | 890.1K | 388.9M | 0.4% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Mar 31, 2026 | 891.4K | 389.5M | 0.4% |
| T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY Fd., INC.-T. Rowe Price Comm | Dec 31, 2025 | 695.6K | 303.9M | 0.3% |
| T. Rowe Price Growth Stock Fund, Inc. | Dec 31, 2025 | 706.5K | 308.7M | 0.3% |
| -Price (T.Rowe) Growth Stock Trust | Dec 31, 2025 | 629.8K | 275.2M | 0.3% |
| iShares Trust-iShares Russell 1000 Growth ETF | Mar 31, 2026 | 620.8K | 271.3M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 576.1K | 251.7M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.