Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 10.3267 | 0.1551 | 41579918 | -109715 | -0.2632 |
| BlackRock Inc | 2025-09-30 | 8.986 | 0.1859 | 36181423 | 639920 | 1.8005 |
| State Street Corp | 2025-09-30 | 4.6711 | 0.1924 | 18807802 | 25395 | 0.1352 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 2.9942 | 0.2142 | 12055983 | 1417925 | 13.3288 |
| Geode Capital Management, LLC | 2025-12-31 | 2.8751 | 0.1838 | 11576572 | 136876 | 1.1965 |
| Capital Research Global Investors | 2025-12-31 | 2.0846 | 0.3986 | 8393607 | 372413 | 4.6429 |
| Wellington Management Company LLP | 2025-12-31 | 1.8315 | 0.3324 | 7374504 | 544210 | 7.9676 |
| Wells Fargo & Co | 2025-09-30 | 1.7727 | 0.3983 | 7137540 | -112169 | -1.5472 |
| Bank of New York Mellon Corp | 2025-09-30 | 1.6469 | 0.3491 | 6631149 | -477600 | -6.7185 |
| AllianceBernstein L.P. | 2025-09-30 | 1.6377 | 0.6094 | 6593929 | -541539 | -7.5894 |
| Northern Trust Corp | 2025-09-30 | 1.5191 | 0.2297 | 6116498 | 11723 | 0.192 |
| Bank of America Corp | 2025-09-30 | 1.4489 | 0.1161 | 5833763 | -107306 | -1.8062 |
| JPMorgan Chase & Co | 2025-09-30 | 1.4426 | 0.0511 | 5808498 | 2995861 | 106.5143 |
| Amvescap Plc. | 2025-09-30 | 1.2016 | 0.2237 | 4837993 | 261312 | 5.7096 |
| The Goldman Sachs Group Inc | 2025-12-31 | 1.0747 | 0.1365 | 4327319 | 254731 | 6.2548 |
| Ameriprise Financial Inc | 2025-09-30 | 1.0738 | 0.2903 | 4323554 | 136142 | 3.2512 |
| Fundsmith LLP | 2025-12-31 | 1.0376 | 6.2789 | 4177969 | -133634 | -3.0994 |
| State Farm Mutual Automobile Ins Co | 2025-12-31 | 0.9083 | 0.7389 | 3657287 | 0 | 0 |
| Cardano | 2025-12-31 | 0.8849 | 0.9267 | 3563180 | 3223855 | 950.0788 |
| Deutsche Bank AG | 2025-12-31 | 0.8773 | 0.2959 | 3532545 | 299493 | 9.2635 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 3.1762 | 0.1308 | 12788707 | 64770 | 0.509 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.5836 | 0.1472 | 10402893 | 99170 | 0.9625 |
| Schwab US Dividend Equity ETF™ | 2026-03-31 | 2.2409 | 2.2004 | 9023042 | 14996 | 0.1665 |
| Invesco QQQ Trust | 2026-03-31 | 2.1066 | 0.4621 | 8482143 | 3285 | 0.0387 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2855 | 0.146 | 5175940 | -2820 | -0.0545 |
| Fidelity 500 Index | 2026-02-28 | 1.2783 | 0.1473 | 5147110 | 8478 | 0.165 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1581 | 0.1457 | 4662983 | -11466 | -0.2453 |
| Fundsmith Equity I Acc | 2025-12-31 | 0.9859 | 4.7481 | 3969494 | -51097 | -1.2709 |
| Vanguard Dividend Growth Inv | 2025-12-31 | 0.744 | 1.8805 | 2995866 | -407057 | -11.962 |
| Capital Group American Mutual Comp | 2025-12-31 | 0.6634 | 0.6162 | 2671335 | 0 | 0 |
| American Funds American Mutual A | 2025-12-31 | 0.6634 | 0.6162 | 2671335 | 0 | 0 |
| Vanguard Growth Index Investor | 2026-02-28 | 0.5941 | 0.1526 | 2392300 | 6806 | 0.2853 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5692 | 0.1471 | 2291651 | -17175 | -0.7439 |
| Vanguard Equity-Income Inv | 2025-12-31 | 0.5595 | 0.927 | 2252732 | 550861 | 32.368 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-03-31 | 0.5557 | 1.6176 | 2237422 | -15504 | -0.6882 |
| Vanguard Dividend Appreciation ETF | 2026-02-28 | 0.5543 | 0.3842 | 2232034 | 8668 | 0.3899 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.5338 | 0.1445 | 2149361 | -6640 | -0.308 |
| iShares MSCI USA Quality Factor ETF | 2026-03-31 | 0.5171 | 0.9101 | 2082119 | -1290 | -0.0619 |
| American Funds IS® Growth-Income 1 | 2025-12-31 | 0.4951 | 1.1753 | 1993331 | 0 | 0 |
| Capital Group Core Equity Composite | 2025-12-31 | 0.4951 | 1.1753 | 1993331 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-30 | Purchase | 205.47 | |
| Ro Khanna | 2026-03-23 | Purchase | 209.71 | |
| Richard McCormick | 2026-03-19 | Purchase | 210.66 | |
| Richard McCormick | 2026-03-19 | Sell | 210.66 | |
| Christopher D'ambrosio | 2026-03-16 | Sell | 543 | 208.45 |
| Ro Khanna | 2026-02-24 | Sell | 205.52 | |
| Ro Khanna | 2026-02-17 | Sell | 213.08 | |
| Brian L Michaud | 2026-02-06 | Sell | 1000 | 234.18 |
| David Foskett | 2026-02-05 | Sell | 266 | 237 |
| Christopher D'ambrosio | 2026-01-13 | Sell | 543 | 262.29 |
| David Kwon | 2026-01-12 | Sell | 806 | 264.8 |
| David Kwon | 2026-01-06 | Sell | 900 | 260 |
| Marjorie Taylor Greene | 2025-11-12 | Purchase | 254.55 | |
| Ro Khanna | 2025-11-10 | Sell | 254.06 | |
| Richard McCormick | 2025-11-05 | Purchase | 259.57 | |
| Ro Khanna | 2025-11-03 | Purchase | 257.17 | |
| Ro Khanna | 2025-10-30 | Sell | 261.53 | |
| Ro Khanna | 2025-10-07 | Sell | 292.94 | |
| Ro Khanna | 2025-09-29 | Sell | 292.66 | |
| Christopher D'ambrosio | 2025-09-10 | Sell | 597 | 296.9 |