Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 3.0M | 2.1B | 4.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 2.3M | 1.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 1.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.6M | 1.1B | 2.3% |
| NEW ECONOMY FUND | Dec 31, 2025 | 1.4M | 955.8M | 1.9% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Feb 28, 2026 | 1.0M | 719.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 907.8K | 631.5M | 1.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 888.8K | 618.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 764.1K | 531.5M | 1.1% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 736.0K | 512.0M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.