Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 13.6345 | 0.0871 | 12257034 | -109130 | -0.8825 |
| BlackRock Inc | 2026-03-31 | 9.5954 | 0.067 | 8625947 | -235285 | -2.6552 |
| Vanguard Capital Management, LLC | 2026-03-31 | 6.5987 | 0.0652 | 5932051 | 5932051 | 0 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 5.8447 | 0.122 | 5254197 | 5254197 | 0 |
| State Street Corp | 2026-03-31 | 5.1087 | 0.0705 | 4592587 | 229187 | 5.2525 |
| Geode Capital Management, LLC | 2026-03-31 | 3.1966 | 0.0793 | 2873671 | 57697 | 2.0489 |
| Aristotle Capital Management LLC | 2026-03-31 | 2.4602 | 2.0573 | 2211677 | -100253 | -4.3363 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 2.2356 | 0.0538 | 2009741 | -89170 | -4.2484 |
| NORGES BANK | 2025-12-31 | 1.6843 | 0.0794 | 1514129 | 214341 | 16.4905 |
| Nuveen, LLC | 2026-03-31 | 1.6676 | 0.1804 | 1499080 | 600946 | 66.9105 |
| AQR Capital Management LLC | 2026-03-31 | 1.6411 | 0.299 | 1475334 | 389445 | 35.8642 |
| JPMorgan Chase & Co | 2026-03-31 | 1.6244 | 0.0411 | 1460263 | -1800914 | -55.2228 |
| The Goldman Sachs Group Inc | 2026-03-31 | 1.6238 | 0.0745 | 1459750 | 453690 | 45.0957 |
| FMR Inc | 2026-03-31 | 1.3604 | 0.0286 | 1222966 | 96663 | 8.5823 |
| UBS Group AG | 2026-03-31 | 1.2971 | 0.0778 | 1166069 | 143661 | 14.0512 |
| Boston Partners Global Investors, Inc | 2026-03-31 | 1.2855 | 0.5379 | 1155636 | -15692 | -1.3397 |
| Northern Trust Corp | 2026-03-31 | 1.2532 | 0.0662 | 1126596 | -86194 | -7.1071 |
| Federated Hermes Inc | 2026-03-31 | 1.1699 | 0.7601 | 1051694 | 78597 | 8.077 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 1.1399 | 0.0946 | 1024758 | 19731 | 1.9632 |
| First Trust Advisors L.P. | 2026-03-31 | 1.0936 | 0.3122 | 983096 | 154659 | 18.6688 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 3.2315 | 0.0624 | 2904990 | 8402 | 0.2901 |
| Vanguard 500 Index Investor | 2026-04-30 | 2.6333 | 0.0701 | 2367281 | 41904 | 1.802 |
| Vanguard Mid Cap Index Institutional | 2026-04-30 | 2.1961 | 0.437 | 1974271 | 4592 | 0.2331 |
| iShares Core S&P 500 ETF | 2026-05-29 | 1.334 | 0.0623 | 1199186 | 19181 | 1.6255 |
| Fidelity 500 Index | 2026-04-30 | 1.3015 | 0.0702 | 1169999 | 4029 | 0.3455 |
| State Street® SPDR® S&P 500® ETF | 2026-05-31 | 1.222 | 0.0624 | 1098514 | 1166 | 0.1063 |
| Vanguard Value Index Inv | 2026-04-30 | 0.94 | 0.1679 | 845074 | 2325 | 0.2759 |
| JHancock Disciplined Value Mid Cap I | 2026-04-30 | 0.9021 | 1.6733 | 811000 | 0 | 0 |
| Vanguard Windsor II Inv | 2026-03-31 | 0.804 | 0.5219 | 722754 | 0 | 0 |
| First Trust Rising Dividend Achiev ETF | 2026-05-31 | 0.7131 | 1.2777 | 641050 | 0 | 0 |
| State Street®FinSelSectSPDR®ETF | 2026-05-31 | 0.6827 | 0.5535 | 613738 | -384 | -0.0625 |
| Vanguard Mid-Cap Value ETF | 2026-04-30 | 0.6609 | 0.7656 | 594146 | 1034 | 0.1743 |
| iShares Russell Mid-Cap Growth ETF | 2026-05-29 | 0.612 | 1.1936 | 550142 | 2039 | 0.372 |
| Vanguard Dividend Appreciation ETF | 2026-04-30 | 0.5696 | 0.1941 | 512076 | 878 | 0.1718 |
| Vanguard Institutional Index I | 2026-04-30 | 0.5619 | 0.0699 | 505136 | -9202 | -1.7891 |
| State St S&P 500® Idx SL Cl I | 2026-05-31 | 0.5448 | 0.0623 | 489724 | -2440 | -0.4958 |
| Federated Hermes MDT Mid Cap Growth A | 2026-03-31 | 0.5178 | 3.4964 | 465511 | 61031 | 15.0888 |
| Federated Hermes MDT MCG Institutional | 2026-03-31 | 0.5178 | 3.4958 | 465511 | 61031 | 15.0888 |
| Vanguard Institutional 500 Index Trust | 2026-04-30 | 0.4583 | 0.07 | 412024 | -325 | -0.0788 |
| CREF Total Global Stock Account R3 | 2026-04-30 | 0.4322 | 0.1313 | 388557 | 24386 | 6.6963 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-30 | Sell | 437.4 | |
| Ro Khanna | 2026-03-23 | Purchase | 441.92 | |
| Ro Khanna | 2026-02-24 | Purchase | 466.29 | |
| William F Truscott | 2026-02-10 | Sell | 5000 | 532.08 |
| Gumer Alvero | 2026-02-09 | Sell | 4658 | 542.88 |
| Walter Stanley Berman | 2026-02-05 | Sell | 7000 | 544.22 |
| Ro Khanna | 2026-01-23 | Purchase | 496.29 | |
| Robert Francis Sharpe Jr | 2025-11-21 | Sell | 1500 | 450.94 |
| Ro Khanna | 2025-11-03 | Sell | 452.58 | |
| Ro Khanna | 2025-10-07 | Purchase | 497.05 | |
| Heather J Melloh | 2025-09-04 | Sell | 1500 | 512.34 |
| William F Truscott | 2025-08-19 | Sell | 9929 | 506.89 |