Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Jul 31, 2026 | 17.1M | 1.4B | 5.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jul 31, 2026 | 10.8M | 909.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 10.0M | 841.2M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 7.2M | 607.3M | 2.2% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Jul 31, 2026 | 4.7M | 397.6M | 1.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Jul 31, 2026 | 4.2M | 355.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 4.2M | 350.3M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 3.6M | 303.7M | 1.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 3.1M | 256.4M | 0.9% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Jun 30, 2026 | 2.8M | 233.5M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.