Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 28.9M | 3.0B | 2.4% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 26.6M | 2.8B | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 17.5M | 1.8B | 1.4% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 13.7M | 1.4B | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 11.4M | 1.2B | 0.9% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 9.7M | 1.0B | 0.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 7.4M | 763.1M | 0.6% |
| Fidelity Contrafund | Feb 28, 2026 | 7.1M | 731.2M | 0.6% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 6.7M | 692.7M | 0.6% |
| VANGUARD WORLD FUND-Vanguard U.S. Growth Fund | Nov 30, 2025 | 6.8M | 704.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.