| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Capital Research & Mgmt Co - Division 3 | 4.64M (14.13%) | 2.36M Increased by +50.77% | Dec 31, 25 |
| 2 | BlackRock Inc | 3.74M (11.39%) | -29.83K Decreased by -0.80% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 3.52M (10.72%) | -27.55K Decreased by -0.78% | Dec 31, 25 |
| 4 | FMR Inc | 1.97M (5.98%) | -1.03M Decreased by -52.62% | Dec 31, 25 |
| 5 | Charles Schwab Investment Management Inc | 1.56M (4.75%) | 46.80K Increased by +3.00% | Dec 31, 25 |
| 6 | Kayne Anderson Rudnick Investment Management LLC | 1.41M (4.28%) | -139.52K Decreased by -9.92% | Dec 31, 25 |
| 7 | State Street Corp | 1.24M (3.77%) | 16.59K Increased by +1.34% | Sep 30, 25 |
| 8 | State Street Corporation | 1.17M (3.56%) | -5.69K Decreased by -0.49% | Mar 31, 24 |
| 9 | Baillie Gifford & Co Limited. | 917.49K (2.79%) | -26.59K Decreased by -2.90% | Dec 31, 25 |
| 10 | Blair William & Co | 675.44K (2.06%) | -124.52K Decreased by -18.43% | Dec 31, 25 |
| 11 | Geode Capital Management, LLC | 638.01K (1.94%) | 5.18K Increased by +0.81% | Dec 31, 25 |
| 12 | JPMorgan Chase & Co | 631.25K (1.92%) | 287.86K Increased by +45.60% | Sep 30, 25 |
| 13 | CI Private Wealth LLC | 617.59K (1.88%) | 461.53K Increased by +74.73% | Dec 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 612.94K (1.87%) | 22.78K Increased by +3.72% | Sep 30, 25 |
| 15 | Markel Group Inc | 565.17K (1.72%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 16 | Citadel Advisors Llc | 492.20K (1.50%) | 425.10K Increased by +86.37% | Sep 30, 23 |
| 17 | GAMMA Investing LLC | 477.80K (1.45%) | 477.27K Increased by +99.89% | Mar 31, 25 |
| 18 | Amvescap Plc. | 476.35K (1.45%) | 104.71K Increased by +21.98% | Mar 31, 24 |
| 19 | Davenport & Company LLC | 470.18K (1.43%) | 113.33K Increased by +24.10% | Dec 31, 25 |
| 20 | Wells Fargo & Co | 452.61K (1.38%) | -11.26K Decreased by -2.49% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Washington Mutual A | 1.65M (5.01%) | 1.10M Increased by +66.65% | Dec 31, 25 |
| 2 | Capital Group Wash Mutual Invtrs Comp | 1.65M (5.01%) | 1.10M Increased by +66.65% | Dec 31, 25 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.16M (3.52%) | 1.82K Increased by +0.16% | Mar 31, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.10M (3.36%) | 1.89K Increased by +0.17% | Feb 28, 26 |
| 5 | Vanguard US Total Market Shares ETF | 1.10M (3.35%) | 792.00 Increased by +0.07% | Sep 30, 24 |
| 6 | Fidelity Magellan | 942.53K (2.87%) | -4.67K Decreased by -0.50% | Jul 31, 25 |
| 7 | Vanguard Small Cap Index | 793.14K (2.41%) | 2.04K Increased by +0.26% | Feb 28, 26 |
| 8 | American Funds American Mutual A | 788.87K (2.40%) | 118.14K Increased by +14.98% | Dec 31, 25 |
| 9 | Capital Group American Mutual Comp | 788.87K (2.40%) | 118.14K Increased by +14.98% | Dec 31, 25 |
| 10 | Schwab US Dividend Equity ETF™ | 782.59K (2.38%) | 1.29K Increased by +0.16% | Mar 31, 26 |
| 11 | American Funds American Balanced A | 687.03K (2.09%) | 259.74K Increased by +37.81% | Dec 31, 25 |
| 12 | American Funds Capital Income Bldr A | 613.24K (1.87%) | 311.92K Increased by +50.86% | Dec 31, 25 |
| 13 | iShares Select Dividend ETF | 566.87K (1.72%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | Vanguard Small Cap Growth Index Inv | 440.58K (1.34%) | 1.17K Increased by +0.27% | Feb 28, 26 |
| 15 | American Funds Income Fund of Amer A | 434.02K (1.32%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 380.65K (1.16%) | 3.54K Increased by +0.93% | Feb 28, 26 |
| 17 | Baillie Gifford US Equity Growth | 375.46K (1.14%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 18 | Vanguard US Growth Investor | 367.70K (1.12%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 267.22K (0.81%) | -6.69K Decreased by -2.50% | Jul 31, 25 |
| 20 | State Street® SPDR® S&P MIDCAP 400® ETF | 256.06K (0.78%) | 2.73K Increased by +1.07% | Feb 28, 26 |