Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Aug 31, 2026 | 17.1M | 1.9B | 5.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Aug 31, 2026 | 11.1M | 1.2B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 10.0M | 1.1B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 7.2M | 817.9M | 2.2% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund | Aug 31, 2026 | 4.7M | 535.6M | 1.4% |
| Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund | Aug 31, 2026 | 4.2M | 478.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Jun 30, 2026 | 4.2M | 471.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 4.1M | 464.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Jun 30, 2026 | 3.6M | 409.1M | 1.1% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | May 31, 2026 | 3.1M | 345.3M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.