| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Capital Research & Management Co. (International Investors) | 48,815,570 | -15,573,911 | 2,896,227,768.1 | 0.5008 | 2.2544 | 03/31/2026 |
| 2 | Capital Research & Management Co. (Global Investors) | 30,962,901 | 8,629,499 | 1,837,028,916.33 | 0.2131 | 1.4299 | 03/31/2026 |
| 3 | GQG Partners LLC | 27,683,334 | -379,413 | 1,642,452,206.22 | 1.2915 | 1.2785 | 03/31/2026 |
| 4 | Fidelity Management & Research Co. LLC | 18,796,511 | 4,660,504 | 1,115,196,997.63 | 0.0539 | 0.8681 | 03/31/2026 |
| 5 | Strategic Advisers LLC | 12,905,508 | 902,893 | 765,683,789.64 | 0.2014 | 0.596 | 03/31/2026 |
| 6 | BlackRock Advisors LLC | 9,783,803 | 5,197,115 | 580,473,031.99 | 0.2223 | 0.4518 | 06/30/2026 |
| 7 | Capital Research & Management Co. (World Investors) | 9,688,305 | 169,738 | 574,807,135.65 | 0.0502 | 0.4474 | 03/31/2026 |
| 8 | Managed Account Advisors LLC | 7,923,030 | 2,630,503 | 470,073,369.9 | 0.0617 | 0.3659 | 03/31/2026 |
| 9 | Orbis Investment Management Ltd. | 7,705,968 | -1,594,933 | 457,195,081.44 | 1.0688 | 0.3559 | 03/31/2026 |
| 10 | BlackRock Investment Management LLC | 5,338,748 | 2,651,536 | 316,747,918.84 | 0.1177 | 0.2466 | 06/30/2026 |
| 11 | FIAM LLC | 4,986,200 | 29,380 | 295,831,246 | 0.1182 | 0.2303 | 03/31/2026 |
| 12 | Envestnet Asset Management, Inc. | 4,383,770 | 1,402,983 | 260,089,074.1 | 0.0597 | 0.2025 | 06/30/2026 |
| 13 | Two Sigma Investments LP | 4,224,168 | 1,857,198 | 250,619,887.44 | 0.18 | 0.1951 | 03/31/2026 |
| 14 | Natixis Advisors LLC | 4,145,804 | 879,204 | 245,970,551.32 | 0.2864 | 0.1915 | 03/31/2026 |
| 15 | Edward D. Jones & Co. LP (Investment Management) | 3,886,821 | 3,766,004 | 230,605,089.93 | 0.0944 | 0.1795 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Washington Mutual Investors Fund | 49,365,099 | 6,832,732 | 2,928,831,323.67 | 1.3238 | 2.2798 | 06/30/2026 |
| 2 | American Mutual Fund | 22,644,679 | -3,912,594 | 1,343,508,805.07 | 1.1405 | 1.0458 | 06/30/2026 |
| 3 | Goldman Sachs GQG Partners International Opportunities Fund | 13,824,103 | 0 | 820,184,030.99 | 1.4427 | 0.6384 | 04/30/2026 |
| 4 | WCM Focused International Growth Fund | 8,727,950 | 8,727,950 | 517,829,273.5 | 2.3384 | 0.4031 | 06/30/2026 |
| 5 | BlackRock Equity Dividend Fund | 7,785,137 | 4,570,473 | 461,892,178.21 | 2.1752 | 0.3595 | 06/30/2026 |
| 6 | Strategic Advisers Fidelity US Total Stock Fund | 4,773,900 | 1,239,900 | 283,235,487 | 0.1081 | 0.2205 | 06/30/2026 |
| 7 | Capital Income Builder | 3,041,264 | 0 | 180,438,193.12 | 0.1747 | 0.1405 | 06/30/2026 |
| 8 | Fidelity Series Large Cap Stock Fund | 2,975,100 | 254,500 | 176,512,683 | 0.5894 | 0.1374 | 06/30/2026 |
| 9 | American Funds Insurance Series - Washington Mutual Invtrs. Fd | 2,788,863 | 333,671 | 165,463,241.79 | 1.3257 | 0.1288 | 06/30/2026 |
| 10 | Fidelity Series Value Discovery Fund | 2,492,600 | 861,300 | 147,885,958 | 0.8187 | 0.1151 | 06/30/2026 |
| 11 | Fidelity Growth & Income Portfolio | 2,046,800 | 226,900 | 121,436,644 | 0.7749 | 0.0945 | 06/30/2026 |
| 12 | Capital Group International Focus Equity ETF | 1,709,247 | -172,032 | 101,409,624.51 | 1.6175 | 0.0789 | 07/31/2026 |
| 13 | Orbis SICAV - International Equity Fund | 1,623,242 | 0 | 96,306,947.86 | 2.2762 | 0.075 | 12/31/2025 |
| 14 | Fidelity Blue Chip Growth Fund | 1,204,872 | 192,443 | 71,485,055.76 | 0.068 | 0.0556 | 06/30/2026 |
| 15 | Fidelity Growth Company Commingled Pool | 1,186,859 | 1,186,859 | 70,416,344.47 | 0.0539 | 0.0548 | 06/30/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Capital Research & Management Co. (Global Investors) | 30,962,901 | 8,629,499 | 1,837,028,916.33 | 0.2131 | 1.4299 | 03/31/2026 |
| 2 | BlackRock Advisors LLC | 9,783,803 | 5,197,115 | 580,473,031.99 | 0.2223 | 0.4518 | 06/30/2026 |
| 3 | Fidelity Management & Research Co. LLC | 18,796,511 | 4,660,504 | 1,115,196,997.63 | 0.0539 | 0.8681 | 03/31/2026 |
| 4 | Edward D. Jones & Co. LP (Investment Management) | 3,886,821 | 3,766,004 | 230,605,089.93 | 0.0944 | 0.1795 | 03/31/2026 |
| 5 | Contrarius Investment Management Ltd. | 2,823,441 | 2,823,441 | 167,514,754.53 | 7.1172 | 0.1304 | 03/31/2026 |
| 6 | BlackRock Investment Management LLC | 5,338,748 | 2,651,536 | 316,747,918.84 | 0.1177 | 0.2466 | 06/30/2026 |
| 7 | Managed Account Advisors LLC | 7,923,030 | 2,630,503 | 470,073,369.9 | 0.0617 | 0.3659 | 03/31/2026 |
| 8 | WCM Investment Management LLC | 2,362,818 | 2,303,743 | 140,185,991.94 | 0.1621 | 0.1091 | 03/31/2026 |
| 9 | Marshall Wace LLP | 3,307,996 | 2,061,421 | 196,263,402.68 | 0.1757 | 0.1528 | 03/31/2026 |
| 10 | Two Sigma Investments LP | 4,224,168 | 1,857,198 | 250,619,887.44 | 0.18 | 0.1951 | 03/31/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Capital Research & Management Co. (International Investors) | 48,815,570 | -15,573,911 | 2,896,227,768.1 | 0.5008 | 2.2544 | 03/31/2026 |
| 2 | Bridgewater Associates LP | 765,848 | -2,186,230 | 45,437,761.84 | 0.1578 | 0.0354 | 03/31/2026 |
| 3 | Orbis Investment Management Ltd. | 7,705,968 | -1,594,933 | 457,195,081.44 | 1.0688 | 0.3559 | 03/31/2026 |
| 4 | Balyasny Asset Management LP | 67,040 | -1,448,956 | 3,977,483.2 | 0.0072 | 0.0031 | 03/31/2026 |
| 5 | Two Sigma Advisers LP | 0 | -1,282,400 | 0 | 0 | 0 | |
| 6 | Grantham, Mayo, Van Otterloo & Co. LLC | 766,683 | -755,049 | 45,487,302.39 | 0.0752 | 0.0354 | 03/31/2026 |
| 7 | 1832 Asset Management LP | 10,400 | -723,900 | 617,032 | 0.0005 | 0.0005 | 03/31/2026 |
| 8 | SG Americas Securities LLC | 28,293 | -711,394 | 1,678,623.69 | 0.0009 | 0.0013 | 06/30/2026 |
| 9 | Qube Research & Technologies Ltd. | 839,628 | -706,186 | 49,815,129.24 | 0.0617 | 0.0388 | 03/31/2026 |
| 10 | Millennium Management LLC | 394,933 | -560,827 | 23,431,374.89 | 0.0155 | 0.0182 | 03/31/2026 |
Data provided by FactSet Research Systems Inc.