Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | Sep 30, 2025 | 9.1M | 831.3M | 7.0% |
| ARK ETF Trust-ARK Innovation ETF | Sep 30, 2025 | 4.8M | 438.5M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.1M | 373.8M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.1M | 281.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.7M | 157.3M | 1.3% |
| Variable Insurance Products Fund III-Growth Opportunities Portfolio | Sep 30, 2025 | 1.4M | 128.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.4M | 126.9M | 1.1% |
| ARK ETF Trust-ARK Next Generation Internet ETF | Sep 30, 2025 | 1.4M | 125.8M | 1.1% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | Sep 30, 2025 | 691.4K | 63.0M | 0.5% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Sep 30, 2025 | 570.3K | 51.9M | 0.4% |
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Holders
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Ultra plan.