Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 2.3M | 4.3B | 7.7% |
| iShares Trust-iShares Core S&P Small-Cap ETF | Jan 31, 2026 | 1.6M | 3.0B | 5.4% |
| Fidelity Select Portfolios-Select Semiconductors Portfolio | Feb 28, 2026 | 1.1M | 2.1B | 3.7% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 942.2K | 1.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 857.9K | 1.6B | 2.8% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 644.1K | 1.2B | 2.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 628.8K | 1.2B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 614.9K | 1.1B | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 346.4K | 640.5M | 1.2% |
| AIM Counselor Series TRT -Invesco Discovery Fd. | Nov 30, 2025 | 323.9K | 598.8M | 1.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.