| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 12.36M (12.91%) | -154.02K Decreased by -1.25% | Dec 31, 24 |
| 2 | BlackRock Inc | 9.12M (9.52%) | 508.80K Increased by +5.58% | Dec 31, 24 |
| 3 | JPMorgan Chase & Co | 4.80M (5.01%) | -3.76M Decreased by -78.34% | Dec 31, 24 |
| 4 | State Street Corporation | 4.48M (4.68%) | -21.09K Decreased by -0.47% | Mar 31, 24 |
| 5 | State Street Corp | 4.48M (4.68%) | 28.91K Increased by +0.65% | Dec 31, 24 |
| 6 | Aristotle Capital Management LLC | 3.25M (3.39%) | -73.52K Decreased by -2.26% | Dec 31, 24 |
| 7 | Geode Capital Management, LLC | 2.65M (2.76%) | 38.14K Increased by +1.44% | Dec 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 2.25M (2.35%) | 2.08K Increased by +0.09% | Dec 31, 24 |
| 9 | UBS Asset Mgmt Americas Inc | 1.45M (1.51%) | 23.66K Increased by +1.63% | Dec 31, 24 |
| 10 | UBS Group AG | 1.45M (1.51%) | 110.75K Increased by +7.65% | Dec 31, 24 |
| 11 | Boston Partners Global Investors, Inc | 1.36M (1.42%) | -54.30K Decreased by -3.98% | Dec 31, 24 |
| 12 | NORGES BANK | 1.29M (1.35%) | -187.93K Decreased by -14.52% | Dec 31, 24 |
| 13 | Northern Trust Corp | 1.27M (1.32%) | 209.55K Increased by +16.52% | Dec 31, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 1.16M (1.21%) | -18.70K Decreased by -1.61% | Dec 31, 24 |
| 15 | Nuveen Asset Management, LLC | 1.14M (1.19%) | -213.46K Decreased by -18.79% | Dec 31, 24 |
| 16 | FMR Inc | 986.02K (1.03%) | -46.53K Decreased by -4.72% | Dec 31, 24 |
| 17 | Goldman Sachs Group Inc | 938.07K (0.98%) | -48.10K Decreased by -5.13% | Dec 31, 24 |
| 18 | Royal Bank of Canada | 925.58K (0.97%) | 62.45K Increased by +6.75% | Jun 30, 24 |
| 19 | Bank of New York Mellon Corp | 921.87K (0.96%) | -26.34K Decreased by -2.86% | Dec 31, 24 |
| 20 | Viking Global Investors LP | 909.02K (0.95%) | -717.83K Decreased by -78.97% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.06M (3.19%) | 11.47K Increased by +0.37% | Feb 28, 25 |
| 2 | Vanguard Institutional 500 Index Trust | 2.69M (2.81%) | 18.28K Increased by +0.68% | Feb 28, 25 |
| 3 | Vanguard Mid Cap Index Institutional | 2.10M (2.19%) | 8.98K Increased by +0.43% | Feb 28, 25 |
| 4 | SPDR® S&P 500 ETF Trust | 1.22M (1.27%) | -9.32K Decreased by -0.76% | Mar 31, 24 |
| 5 | Fidelity 500 Index | 1.22M (1.27%) | 5.41K Increased by +0.45% | Feb 28, 25 |
| 6 | Fidelity® 500 Index | 1.19M (1.24%) | 9.47K Increased by +0.80% | Oct 31, 23 |
| 7 | iShares Core S&P 500 ETF | 1.17M (1.23%) | 3.42K Increased by +0.29% | Mar 31, 25 |
| 8 | SPDR® S&P 500® ETF Trust | 1.16M (1.22%) | -6.16K Decreased by -0.53% | Mar 31, 25 |
| 9 | JPMorgan US Equity L | 1.11M (1.16%) | 198.99K Increased by +17.94% | Feb 28, 25 |
| 10 | JPM US Equity-MA | 1.03M (1.08%) | 883.17K Increased by +85.52% | Dec 31, 24 |
| 11 | JHancock Disciplined Value Mid Cap I | 882.09K (0.92%) | -99.30K Decreased by -11.26% | Jan 31, 25 |
| 12 | Vanguard Windsor™ II Inv | 859.00K (0.90%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Vanguard Value Index Inv | 836.66K (0.87%) | 5.40K Increased by +0.65% | Feb 28, 25 |
| 14 | JPMorgan Equity Premium Income ETF | 812.74K (0.85%) | 580.00 Increased by +0.07% | Mar 31, 25 |
| 15 | UBS HV Global Selections - Agg | 763.13K (0.80%) | 761.74K Increased by +99.82% | Jun 30, 24 |
| 16 | UBS HV Tax-Opt Global Selections - Agg | 763.13K (0.80%) | 763.13K Increased by +100.00% | Jun 30, 24 |
| 17 | UBS Tax-Opt Digital Transformation theme | 763.13K (0.80%) | 763.13K Increased by +100.00% | Jun 30, 24 |
| 18 | UBS: Global Equity | 742.50K (0.78%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | The Financial Select Sector SPDR® ETF | 712.98K (0.74%) | -1.50K Decreased by -0.21% | Mar 31, 25 |
| 20 | JPM US Mid Cap Value-Composite | 668.18K (0.70%) | -7.33K Decreased by -1.10% | Jun 30, 24 |