| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | International Assets Investment Management, LLC | 363.04K (12.85%) | 363.00K Increased by +99.99% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 336.20K (11.90%) | -4.80K Decreased by -1.43% | Jun 30, 25 |
| 3 | BlackRock Inc | 319.49K (11.31%) | 1.49K Increased by +0.47% | Mar 31, 25 |
| 4 | GAMMA Investing LLC | 159.38K (5.64%) | 159.36K Increased by +99.99% | Mar 31, 25 |
| 5 | State Street Corporation | 145.09K (5.14%) | -3.54K Decreased by -2.44% | Mar 31, 24 |
| 6 | State Street Corp | 136.83K (4.84%) | -7.46K Decreased by -5.45% | Mar 31, 25 |
| 7 | Capital Research Global Investors | 123.13K (4.36%) | 15.26K Increased by +12.40% | Jun 30, 25 |
| 8 | Geode Capital Management, LLC | 74.45K (2.64%) | 639.00 Increased by +0.86% | Mar 31, 25 |
| 9 | Boston Partners Global Investors, Inc | 59.08K (2.09%) | 7.23K Increased by +12.24% | Mar 31, 25 |
| 10 | Principal Financial Group Inc | 57.98K (2.05%) | 1.62K Increased by +2.80% | Jun 30, 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 (1.77%) | 50.05K Increased by +99.95% | Mar 31, 25 |
| 13 | Nuveen, LLC | 46.24K (1.64%) | 46.24K Increased by +100.00% | Mar 31, 25 |
| 14 | Wellington Management Company LLP | 46.19K (1.64%) | -1.80K Decreased by -3.90% | Jun 30, 25 |
| 15 | Nuveen Asset Management, LLC | 43.55K (1.54%) | 1.56K Increased by +3.59% | Dec 31, 24 |
| 16 | Diamond Hill Capital Management Inc | 41.22K (1.46%) | -364.00 Decreased by -0.88% | Jun 30, 25 |
| 17 | Capital World Investors | 40.47K (1.43%) | 28.00 Increased by +0.07% | Jun 30, 25 |
| 18 | Jennison Associates LLC | 37.55K (1.33%) | 2.03K Increased by +5.40% | Dec 31, 24 |
| 19 | NORGES BANK | 36.35K (1.29%) | 200.00 Increased by +0.55% | Jun 30, 25 |
| 20 | Amvescap Plc. | 35.04K (1.24%) | -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 (4.12%) | 10.98K Increased by +9.44% | Jun 30, 25 |
| 2 | Capital Group Growth Fnd of Amer Comp | 116.35K (4.12%) | 10.98K Increased by +9.44% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 91.91K (3.25%) | -2.31K Decreased by -2.51% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 87.08K (3.08%) | -2.14K Decreased by -2.46% | Jul 31, 25 |
| 5 | Vanguard Institutional 500 Index Trust | 85.04K (3.01%) | 471.00 Increased by +0.55% | May 31, 25 |
| 6 | Vanguard 500 Index Investor | 71.92K (2.55%) | -11.03K Decreased by -15.33% | Jul 31, 25 |
| 7 | Vanguard Mid Cap Index Institutional | 61.97K (2.19%) | 676.00 Increased by +1.09% | Jul 31, 25 |
| 8 | Principal Aligned MidCap Equity | 46.78K (1.66%) | 1.75K Increased by +3.74% | Jun 30, 25 |
| 9 | Principal MidCap R5 | 46.68K (1.65%) | 659.00 Increased by +1.41% | Jun 30, 25 |
| 10 | American Funds AMCAP A | 43.16K (1.53%) | 3.48K Increased by +8.05% | Jun 30, 25 |
| 11 | Capital Group AMCAP Composite | 43.16K (1.53%) | 3.48K Increased by +8.05% | Jun 30, 25 |
| 12 | VA CollegeAmerica Amcap 529A | 39.86K (1.41%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Fidelity® 500 Index | 37.79K (1.34%) | 301.00 Increased by +0.80% | Oct 31, 23 |
| 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 (1.32%) | -1.40K Decreased by -3.75% | Mar 31, 25 |
| 16 | Fidelity 500 Index | 37.05K (1.31%) | -676.00 Decreased by -1.82% | Jun 30, 25 |
| 17 | iShares MSCI USA Quality Factor ETF | 36.63K (1.30%) | -36.00 Decreased by -0.10% | Jul 31, 25 |
| 18 | SPDR® S&P 500® ETF Trust | 36.19K (1.28%) | -216.00 Decreased by -0.60% | Mar 31, 25 |
| 19 | SPDR® S&P 500® ETF | 35.64K (1.26%) | -202.00 Decreased by -0.57% | Jul 31, 25 |
| 20 | iShares Core S&P 500 ETF | 35.22K (1.25%) | 184.00 Increased by +0.52% | Jul 31, 25 |