Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Sep 30, 2025 | 6.3M | 1.2B | 4.5% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 4.5M | 873.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.4M | 861.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 3.4M | 649.2M | 2.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Sep 30, 2025 | 1.9M | 377.1M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.9M | 363.3M | 1.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 1.9M | 361.2M | 1.3% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Sep 30, 2025 | 1.7M | 330.4M | 1.2% |
| NEW ECONOMY FUND | Sep 30, 2025 | 1.7M | 325.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.5M | 293.3M | 1.1% |
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Holders
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