Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| BARON INVESTMENT Fd.S TRT -Baron Growth Fd. | Mar 31, 2026 | 2.8M | 261.3M | 6.0% |
| BARON SELECT FUNDS-Baron Partners Fund | Mar 31, 2026 | 2.5M | 236.4M | 5.5% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Mar 31, 2026 | 2.0M | 188.8M | 4.4% |
| BARON SELECT FUNDS-Baron Focused Growth Fund | Mar 31, 2026 | 1.1M | 105.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 802.6K | 76.2M | 1.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Apr 30, 2026 | 697.0K | 66.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 578.4K | 54.9M | 1.3% |
| Virtus Equity Trust-Virtus KAR Small-Mid Cap Core Fund | Dec 31, 2025 | 408.9K | 38.8M | 0.9% |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)-Baron Asset Fund | Mar 31, 2026 | 388.7K | 36.9M | 0.9% |
| LINCOLN Varbl INSURANCE Prod. TRT-LVIP Baron Growth Opportunities Fd. | Mar 31, 2026 | 226.2K | 21.5M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.