Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Apr 30, 2026 | 2.0M | 775.5M | 1.8% |
| Franklin Custodian Funds-FRANKLIN DYNATECH FUND | Mar 31, 2026 | 2M | 773M | 1.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Mar 31, 2026 | 1.7M | 652.7M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.7M | 647.8M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.1M | 418.0M | 0.9% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Apr 30, 2026 | 801.7K | 309.8M | 0.7% |
| BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF | Apr 30, 2026 | 651.8K | 251.9M | 0.6% |
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | Apr 30, 2026 | 626.3K | 242.1M | 0.5% |
| SmallCap World Fund Inc | Mar 31, 2026 | 596.2K | 230.4M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 575.7K | 222.5M | 0.5% |
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Holders
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