Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 16.2M | 965.9M | 4.9% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Mar 31, 2026 | 10.4M | 620.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.8M | 583.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 7.1M | 422.5M | 2.1% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Feb 28, 2026 | 4.7M | 281.7M | 1.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Feb 28, 2026 | 4.4M | 261.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 4.0M | 238.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.4M | 200.6M | 1.0% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 3.0M | 181.5M | 0.9% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | Mar 31, 2026 | 2.4M | 141.0M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.