| Capital Research and Management Company | 2025-09-30 | | $1.42B | 15.9M | 758.2K | | 0.1% |
| The Vanguard Group, Inc. | 2025-09-30 | | $1.32B | 14.7M | -108.9K | | 0.0% |
| BlackRock, Inc. | 2025-09-30 | | $973.95M | 10.9M | 286.0K | | 0.0% |
| Barrow, Hanley, Mewhinney & Strauss, LLC | 2025-09-30 | | $647.68M | 7.2M | 568.6K | | 1.8% |
| State Street Global Advisors, Inc. | 2025-09-30 | | $599.74M | 6.7M | 32.5K | | 0.0% |
| The Income Fund of America | | | | | | | |
| Capital Income Builder | | | | | | | |
| Invesco Capital Management LLC | | | | | | | |
| Vanguard Index Funds - Vanguard Total Stock Market ETF | | | | | | | |
| ATLAS Infrastructure Partners (UK) Ltd | | | | | | | |
| Geode Capital Management, LLC | | | | | | | |
| Massachusetts Financial Services Company | | | | | | | |
| Vanguard Index Funds - Vanguard S&P 500 ETF | | | | | | | |
| Vanguard Index Funds - Vanguard Small-Cap ETF | | | | | | | |
| Capital World Growth and Income Fund | | | | | | | |
| iShares Trust - iShares Select Dividend ETF | | | | | | | |
| RREEF America L.L.C. | | | | | | | |
| The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF | | | | | | | |
| The Investment Company of America | | | | | | | |
| Vanguard Index Funds - Vanguard Small-Cap Value ETF | | | | | | | |
