| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | International Assets Investment Management, LLC | 363.04K (13.20%) | 363.00K Increased by +99.99% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 324.52K (11.80%) | -8.37K Decreased by -2.58% | Dec 31, 25 |
| 3 | BlackRock Inc | 300.70K (10.94%) | -12.77K Decreased by -4.25% | Sep 30, 25 |
| 4 | GAMMA Investing LLC | 159.38K (5.80%) | 159.36K Increased by +99.99% | Mar 31, 25 |
| 5 | State Street Corporation | 145.09K (5.28%) | -3.54K Decreased by -2.44% | Mar 31, 24 |
| 6 | State Street Corp | 133.81K (4.87%) | -2.15K Decreased by -1.60% | Sep 30, 25 |
| 7 | Capital Research Global Investors | 133.55K (4.86%) | 551.00 Increased by +0.41% | Dec 31, 25 |
| 8 | JPMorgan Chase & Co | 86.64K (3.15%) | 45.04K Increased by +51.98% | Sep 30, 25 |
| 9 | Geode Capital Management, LLC | 75.27K (2.74%) | -260.00 Decreased by -0.35% | Dec 31, 25 |
| 10 | Boston Partners Global Investors, Inc | 62.44K (2.27%) | -1.72K Decreased by -2.76% | Dec 31, 25 |
| 11 | Principal Financial Group Inc | 60.31K (2.19%) | 2.33K Increased by +3.87% | Sep 30, 25 |
| 12 | CI Private Wealth LLC | 54.69K (1.99%) | 45.71K Increased by +83.58% | Dec 31, 25 |
| 13 | JONES FINANCIAL COMPANIES LLLP | 50.07K (1.82%) | 50.05K Increased by +99.95% | Mar 31, 25 |
| 14 | Nuveen Asset Management, LLC | 43.55K (1.58%) | 1.56K Increased by +3.59% | Dec 31, 24 |
| 15 | NORGES BANK | 42.71K (1.55%) | 6.37K Increased by +14.90% | Dec 31, 25 |
| 16 | Capital World Investors | 40.70K (1.48%) | 127.00 Increased by +0.31% | Dec 31, 25 |
| 17 | Wellington Management Company LLP | 38.72K (1.41%) | -5.87K Decreased by -15.15% | Dec 31, 25 |
| 18 | Dimensional Fund Advisors, Inc. | 38.57K (1.40%) | 1.15K Increased by +2.97% | Dec 31, 25 |
| 19 | Jennison Associates LLC | 37.55K (1.37%) | 2.03K Increased by +5.40% | Dec 31, 24 |
| 20 | Nuveen, LLC | 36.44K (1.33%) | -22.99K Decreased by -63.08% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Growth Fund of Amer A | 116.35K (4.23%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | Capital Group Growth Fnd of Amer Comp | 116.35K (4.23%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 91.91K (3.34%) | -2.31K Decreased by -2.51% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 85.31K (3.10%) | 602.00 Increased by +0.71% | Feb 28, 26 |
| 5 | Vanguard Institutional 500 Index Trust | 85.04K (3.09%) | 471.00 Increased by +0.55% | May 31, 25 |
| 6 | Vanguard 500 Index Investor | 72.31K (2.63%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | Vanguard Mid Cap Index Institutional | 58.63K (2.13%) | 202.00 Increased by +0.34% | Feb 28, 26 |
| 8 | American Funds AMCAP A | 52.06K (1.89%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | Capital Group AMCAP Composite | 52.06K (1.89%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 10 | Principal Aligned MidCap Equity | 47.14K (1.71%) | -1.21K Decreased by -2.57% | Dec 31, 25 |
| 11 | Principal MidCap R5 | 47.14K (1.71%) | -17.39K Decreased by -36.89% | Jan 31, 26 |
| 12 | VA CollegeAmerica Amcap 529A | 39.86K (1.45%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Fidelity® 500 Index | 37.79K (1.37%) | 301.00 Increased by +0.80% | Oct 31, 23 |
| 14 | SPDR® S&P 500 ETF Trust | 37.64K (1.37%) | 90.00 Increased by +0.24% | Apr 30, 24 |
| 15 | SPDR® S&P 500 ETF | 37.31K (1.36%) | -1.40K Decreased by -3.75% | Mar 31, 25 |
| 16 | SPDR® S&P 500® ETF Trust | 36.19K (1.32%) | -216.00 Decreased by -0.60% | Mar 31, 25 |
| 17 | iShares Core S&P 500 ETF | 36.13K (1.31%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 18 | Fidelity 500 Index | 36.07K (1.31%) | 167.00 Increased by +0.46% | Jan 31, 26 |
| 19 | SPDR® S&P 500® ETF | 35.11K (1.28%) | 506.00 Increased by +1.44% | Aug 31, 25 |
| 20 | iShares MSCI USA Quality Factor ETF | 33.89K (1.23%) | 6.09K Increased by +17.97% | Feb 28, 26 |