| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | International Assets Investment Management, LLC | 363.04K (12.79%) | 363.00K Increased by +99.99% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 341.00K (12.01%) | -1.46K Decreased by -0.43% | Mar 31, 25 |
| 3 | BlackRock Inc | 319.49K (11.26%) | 1.49K Increased by +0.47% | Mar 31, 25 |
| 4 | GAMMA Investing LLC | 159.38K (5.62%) | 159.36K Increased by +99.99% | Mar 31, 25 |
| 5 | State Street Corporation | 145.09K (5.11%) | -3.54K Decreased by -2.44% | Mar 31, 24 |
| 6 | State Street Corp | 136.83K (4.82%) | -7.46K Decreased by -5.45% | Mar 31, 25 |
| 7 | Capital Research Global Investors | 107.86K (3.80%) | 256.00 Increased by +0.24% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 74.45K (2.62%) | 639.00 Increased by +0.86% | Mar 31, 25 |
| 9 | Boston Partners Global Investors, Inc | 59.08K (2.08%) | 7.23K Increased by +12.24% | Mar 31, 25 |
| 10 | Principal Financial Group Inc | 56.35K (1.99%) | 2.81K Increased by +4.99% | Mar 31, 25 |
| 11 | JPMorgan Chase & Co | 52.40K (1.85%) | 15.40K Increased by +29.40% | Mar 31, 25 |
| 12 | JONES FINANCIAL COMPANIES LLLP | 50.07K (1.76%) | 50.05K Increased by +99.95% | Mar 31, 25 |
| 13 | Wellington Management Company LLP | 47.99K (1.69%) | 3.36K Increased by +7.01% | Mar 31, 25 |
| 14 | Nuveen, LLC | 46.24K (1.63%) | 46.24K Increased by +100.00% | Mar 31, 25 |
| 15 | Nuveen Asset Management, LLC | 43.55K (1.53%) | 1.56K Increased by +3.59% | Dec 31, 24 |
| 16 | Diamond Hill Capital Management Inc | 41.58K (1.47%) | 8.77K Increased by +21.08% | Mar 31, 25 |
| 17 | Capital World Investors | 40.44K (1.42%) | 84.00 Increased by +0.21% | Mar 31, 25 |
| 18 | Jennison Associates LLC | 37.55K (1.32%) | 2.03K Increased by +5.40% | Dec 31, 24 |
| 19 | NORGES BANK | 36.15K (1.27%) | -718.00 Decreased by -1.99% | Dec 31, 24 |
| 20 | Amvescap Plc. | 35.04K (1.23%) | -3.51K Decreased by -10.02% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Growth Fund of Amer A | 116.35K (4.10%) | 10.98K Increased by +9.44% | Jun 30, 25 |
| 2 | Capital Group Growth Fnd of Amer Comp | 116.35K (4.10%) | 10.98K Increased by +9.44% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 91.91K (3.24%) | -2.31K Decreased by -2.51% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 91.11K (3.21%) | 148.00 Increased by +0.16% | May 31, 25 |
| 5 | Vanguard Institutional 500 Index Trust | 85.04K (3.00%) | 471.00 Increased by +0.55% | May 31, 25 |
| 6 | Vanguard Mid Cap Index Institutional | 62.29K (2.19%) | 558.00 Increased by +0.90% | May 31, 25 |
| 7 | Principal Aligned MidCap Equity | 46.78K (1.65%) | 1.75K Increased by +3.74% | Jun 30, 25 |
| 8 | Principal MidCap R5 | 46.68K (1.64%) | 659.00 Increased by +1.41% | Jun 30, 25 |
| 9 | American Funds AMCAP A | 43.16K (1.52%) | 3.48K Increased by +8.05% | Jun 30, 25 |
| 10 | Capital Group AMCAP Composite | 43.16K (1.52%) | 3.48K Increased by +8.05% | Jun 30, 25 |
| 11 | VA CollegeAmerica Amcap 529A | 39.86K (1.40%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Fidelity® 500 Index | 37.79K (1.33%) | 301.00 Increased by +0.80% | Oct 31, 23 |
| 13 | Fidelity 500 Index | 37.73K (1.33%) | 166.00 Increased by +0.44% | May 31, 25 |
| 14 | SPDR® S&P 500 ETF Trust | 37.64K (1.33%) | 90.00 Increased by +0.24% | Apr 30, 24 |
| 15 | SPDR® S&P 500 ETF | 37.31K (1.31%) | -1.40K Decreased by -3.75% | Mar 31, 25 |
| 16 | iShares MSCI USA Quality Factor ETF | 36.94K (1.30%) | -24.00 Decreased by -0.06% | Jun 30, 25 |
| 17 | SPDR® S&P 500® ETF Trust | 36.19K (1.27%) | -216.00 Decreased by -0.60% | Mar 31, 25 |
| 18 | SPDR® S&P 500® ETF | 35.35K (1.25%) | -144.00 Decreased by -0.41% | Jun 30, 25 |
| 19 | iShares Core S&P 500 ETF | 34.92K (1.23%) | 64.00 Increased by +0.18% | Jun 30, 25 |
| 20 | JHancock Disciplined Value Mid Cap I | 31.41K (1.11%) | -364.00 Decreased by -1.16% | May 31, 25 |