Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 10.0569 | 0.2095 | 41283446 | -85949 | -0.2078 |
| BlackRock Inc | 2025-09-30 | 9.8714 | 0.2502 | 40521996 | 382041 | 0.9518 |
| State Street Corp | 2025-09-30 | 5.0261 | 0.2524 | 20632009 | 352448 | 1.7379 |
| Geode Capital Management, LLC | 2025-09-30 | 2.7083 | 0.2495 | 11117629 | 32803 | 0.2959 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.684 | 0.1476 | 6912991 | -490582 | -6.6263 |
| NORGES BANK | 2025-12-31 | 1.5836 | 0.2434 | 6500657 | 1253680 | 23.8934 |
| Arrowstreet Capital Limited Partnership | 2025-12-31 | 1.5173 | 1.2768 | 6228503 | 611358 | 10.8838 |
| Bank of New York Mellon Corp | 2025-09-30 | 1.4328 | 0.3722 | 5881708 | -395669 | -6.3031 |
| JPMorgan Chase & Co | 2025-09-30 | 1.3344 | 0.0579 | 5477732 | 2399164 | 77.9312 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 1.2598 | 0.3961 | 5171656 | -1019404 | -16.4657 |
| Northern Trust Corp | 2025-09-30 | 1.2179 | 0.2256 | 4999593 | -94216 | -1.8496 |
| Amundi | 2025-09-30 | 1.1908 | 0.5501 | 4888283 | 742646 | 17.9139 |
| Amvescap Plc. | 2025-09-30 | 1.1746 | 0.268 | 4821688 | 414526 | 9.4057 |
| Fisher Asset Management, LLC | 2025-09-30 | 1.0315 | 0.5406 | 4234478 | -333339 | -7.2976 |
| Deutsche Bank AG | 2025-09-30 | 0.9376 | 0.4549 | 3848965 | 121740 | 3.2662 |
| PRIMECAP Management Company | 2025-12-31 | 0.8955 | 0.9739 | 3676206 | -181299 | -4.6999 |
| Bank of America Corp | 2025-09-30 | 0.8225 | 0.0808 | 3376255 | -87114 | -2.5153 |
| FMR Inc | 2025-12-31 | 0.776 | 0.0569 | 3185644 | -472999 | -12.9283 |
| Legal & General Group PLC | 2025-12-31 | 0.7753 | 0.247 | 3182773 | 40738 | 1.2965 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.759 | 0.1694 | 3115551 | 65175 | 2.1366 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 3.2099 | 0.1839 | 13176516 | 31035 | 0.2361 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.5977 | 0.2069 | 10663393 | 66304 | 0.6257 |
| Invesco QQQ Trust | 2026-02-26 | 2.1818 | 0.5819 | 8956261 | -19865 | -0.2213 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2989 | 0.1815 | 5331788 | 635126 | 13.5229 |
| Fidelity 500 Index | 2025-12-31 | 1.2896 | 0.2504 | 5293775 | -63474 | -1.1848 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.2053 | 0.1837 | 4947769 | -8784 | -0.1772 |
| Vanguard Growth Index Investor | 2026-01-31 | 1.1176 | 0.3843 | 4587655 | 28124 | 0.6168 |
| State Street®TechSelSectSPDR®ETF | 2026-02-26 | 0.7956 | 0.9487 | 3265845 | 3885 | 0.1191 |
| Vanguard Information Technology ETF | 2026-01-31 | 0.712 | 0.656 | 2922893 | 12150 | 0.4174 |
| Vanguard PRIMECAP Inv | 2025-12-31 | 0.6231 | 1.1771 | 2557757 | -251500 | -8.9525 |
| iShares MSCI USA Quality Factor ETF | 2026-02-25 | 0.598 | 1.2543 | 2454845 | 764605 | 45.2365 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5821 | 0.207 | 2389491 | -5545 | -0.2315 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.543 | 0.2053 | 2228916 | 22520 | 1.0207 |
| Invesco S&P 500 ETF | 2025-07-31 | 0.4645 | 1.5526 | 1906757 | 1906757 | 0 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.4552 | 0.2068 | 1868690 | 4080 | 0.2188 |
| iShares Russell 1000 Growth ETF | 2026-02-25 | 0.4134 | 0.3694 | 1697109 | 165278 | 10.7896 |
| Dodge & Cox Stock I | 2025-12-31 | 0.3995 | 0.4796 | 1640100 | 424179 | 34.8854 |
| Invesco NASDAQ 100 ETF | 2026-02-26 | 0.3901 | 0.581 | 1601251 | 280 | 0.0175 |
| iShares Expanded Tech-Software Sect ETF | 2026-02-25 | 0.3701 | 4.5771 | 1519199 | 497422 | 48.6821 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.3698 | 0.2487 | 1517989 | -45058 | -2.8827 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-01-29 | Sell | 291.65 | |
| Daniel Durn | 2026-01-27 | Sell | 1646 | 294.85 |
| Ro Khanna | 2026-01-06 | Sell | 335.99 | |
| Markwayne Mullin | 2026-01-05 | Purchase | 331.56 | |
| Ro Khanna | 2025-11-12 | Purchase | 337.05 | |
| Ro Khanna | 2025-11-10 | Sell | 328.85 | |
| Julie Johnson | 2025-11-03 | Sell | 337.47 | |
| Ro Khanna | 2025-11-03 | Purchase | 337.47 | |
| Jillian Forusz | 2025-10-31 | Sell | 149 | 337.88 |
| Marjorie Taylor Greene | 2025-10-15 | Purchase | 330.63 | |
| Ro Khanna | 2025-09-29 | Sell | 359.42 | |
| Markwayne Mullin | 2025-09-24 | Sell | 353.27 | |
| Marjorie Taylor Greene | 2025-09-11 | Purchase | 350.55 | |
| John Boozman | 2025-09-04 | Purchase | 344.31 | |
| Ro Khanna | 2025-08-26 | Sell | 354.91 | |
| Ro Khanna | 2025-08-25 | Sell | 363.21 | |
| Ro Khanna | 2025-08-19 | Sell | 361.03 | |
| Gilbert Ray Cisneros, Jr. | 2025-08-05 | Sell | 338.74 | |
| Ro Khanna | 2025-08-04 | Sell | 338.85 | |
| Thomas H. Kean, Jr. | 2025-07-29 | Sell | 370.7 |