Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Contrafund | Feb 28, 2026 | 18.4M | 63.8M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 11.5M | 40.1M | 1.3% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Feb 28, 2026 | 9.5M | 32.8M | 1.0% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | Jan 31, 2026 | 9.0M | 31.2M | 1.0% |
| Fidelity Investment Trust-Fidelity International Discovery Fund | Feb 28, 2026 | 8.3M | 28.9M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 7.4M | 25.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 6.0M | 20.9M | 0.6% |
| Fidelity Investment Trust-Fidelity Pacific Basin Fund | Feb 28, 2026 | 5.1M | 17.6M | 0.6% |
| Fidelity Trend Fund | Feb 28, 2026 | 5.1M | 17.7M | 0.6% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Strategies Fund | Feb 28, 2026 | 4.6M | 15.9M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.