| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.00M (13.02%) | -69.10K Decreased by -2.30% | Dec 31, 25 |
| 2 | BlackRock Inc | 2.32M (10.08%) | -211.97K Decreased by -9.13% | Sep 30, 25 |
| 3 | State Street Corp | 1.07M (4.64%) | -12.73K Decreased by -1.19% | Sep 30, 25 |
| 4 | State Street Corporation | 1.01M (4.36%) | -10.86K Decreased by -1.08% | Mar 31, 24 |
| 5 | T. Rowe Price Associates, Inc. | 920.72K (3.99%) | 97.14K Increased by +10.55% | Jun 30, 25 |
| 6 | Capital World Investors | 894.59K (3.88%) | 86.20K Increased by +9.64% | Dec 31, 25 |
| 7 | Valley Forge Capital Management, LP | 769.42K (3.34%) | 1.00K Increased by +0.13% | Dec 31, 25 |
| 8 | Geode Capital Management, LLC | 719.12K (3.12%) | 8.89K Increased by +1.24% | Dec 31, 25 |
| 9 | Edgewood Management LLC | 548.16K (2.38%) | -211.73K Decreased by -38.63% | Dec 31, 25 |
| 10 | International Assets Investment Management, LLC | 538.36K (2.34%) | 538.07K Increased by +99.95% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 488.47K (2.12%) | -20.77K Decreased by -4.25% | Sep 30, 25 |
| 12 | Principal Financial Group Inc | 404.11K (1.75%) | 30.25K Increased by +7.49% | Sep 30, 25 |
| 13 | D. E. Shaw & Co LP | 398.00K (1.73%) | 42.23K Increased by +10.61% | Dec 31, 25 |
| 14 | Capital Research & Mgmt Co - Division 3 | 380.75K (1.65%) | 2.87K Increased by +0.75% | Dec 31, 25 |
| 15 | American Century Companies Inc | 351.27K (1.52%) | 15.35K Increased by +4.37% | Dec 31, 25 |
| 16 | UBS Asset Mgmt Americas Inc | 323.35K (1.40%) | -13.25K Decreased by -4.10% | Sep 30, 25 |
| 17 | Ako Capital Llp | 317.73K (1.38%) | 68.37K Increased by +21.52% | Jun 30, 24 |
| 18 | Kensico Capital Management Corp | 305.68K (1.33%) | -19.20K Decreased by -6.28% | Dec 31, 25 |
| 19 | Capital Research Global Investors | 305.58K (1.33%) | 305.58K Increased by +100.00% | Dec 31, 25 |
| 20 | Heard Capital LLC | 299.06K (1.30%) | 194.34K Increased by +64.98% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Loomis Sayles Strategic Alpha | 2.80M (12.15%) | 21.00K Increased by +0.75% | Dec 31, 25 |
| 2 | Loomis Sayles HYCSV CIT | 1.85M (8.04%) | 26.00K Increased by +1.40% | Dec 31, 25 |
| 3 | Loomis Sayles Inv Grade Bond CIT | 1.61M (6.98%) | 1.61M Increased by +100.00% | Jun 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 736.83K (3.20%) | -5.06K Decreased by -0.69% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 712.58K (3.09%) | 3.49K Increased by +0.49% | Feb 28, 26 |
| 6 | Vanguard Institutional 500 Index Trust | 694.47K (3.01%) | 4.82K Increased by +0.69% | May 31, 25 |
| 7 | Vanguard 500 Index Investor | 608.66K (2.64%) | 5.47K Increased by +0.90% | Feb 28, 26 |
| 8 | Loomis Sayles US High Yield | 580.00K (2.52%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | Vanguard Mid Cap Index Institutional | 489.55K (2.12%) | 1.71K Increased by +0.35% | Feb 28, 26 |
| 10 | American Funds AMCAP A | 452.46K (1.96%) | 282.38K Increased by +62.41% | Dec 31, 25 |
| 11 | Capital Group AMCAP Composite | 452.46K (1.96%) | 282.38K Increased by +62.41% | Dec 31, 25 |
| 12 | American Funds Growth Fund of Amer A | 446.03K (1.93%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 13 | Capital Group Growth Fnd of Amer Comp | 446.03K (1.93%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Vanguard Small Cap Index | 305.67K (1.33%) | 1.18K Increased by +0.39% | Nov 30, 23 |
| 15 | SPDR® S&P 500 ETF | 302.89K (1.31%) | -4.34K Decreased by -1.43% | Mar 31, 25 |
| 16 | iShares Core S&P 500 ETF | 302.21K (1.31%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | Fidelity 500 Index | 301.23K (1.31%) | 1.40K Increased by +0.46% | Jan 31, 26 |
| 18 | SPDR® S&P 500 ETF Trust | 298.29K (1.29%) | -2.37K Decreased by -0.79% | Mar 31, 24 |
| 19 | SPDR® S&P 500® ETF Trust | 295.04K (1.28%) | -1.51K Decreased by -0.51% | Mar 31, 25 |
| 20 | SPDR® S&P 500® ETF | 294.45K (1.28%) | 3.54K Increased by +1.20% | Aug 31, 25 |