Congress Holdings

Most held

NASDX

Nasdaq-100 Index Fund Investor Class

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Ralph Norman SC-5 Joint LPL Brokerage Account ⇒ Nasdaq-100 Index Fund Investor Class (NASDX) MF $1,001 - $15,000 August 13, 2026
filing 10075380, p. 8
Ralph Norman SC-5 Member LPL Financial SEP IRA ⇒ Nasdaq-100 Index Fund Investor Class (NASDX) MF $1,001 - $15,000 August 13, 2026
filing 10075380, p. 9

How the count is made: see Most held.