Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Oct 31, 2025 | 2.0M | 564.8M | 1.7% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Sep 30, 2025 | 1.7M | 498.3M | 1.5% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 1.7M | 492.3M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.7M | 485.0M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.1M | 306.3M | 0.9% |
| Fidelity Contrafund | Sep 30, 2025 | 802.9K | 231.9M | 0.7% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Sep 30, 2025 | 692.8K | 200.1M | 0.6% |
| SmallCap World Fund Inc | Sep 30, 2025 | 654.1K | 189.0M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 611.5K | 176.6M | 0.5% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Oct 31, 2025 | 471.3K | 136.1M | 0.4% |
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