Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2025-09-30 | 10.4514 | 0.1773 | 28832948 | -1059125 | -3.5432 |
| Vanguard Group Inc | 2025-12-31 | 9.8708 | 0.1234 | 27231070 | 307753 | 1.1431 |
| State Street Corp | 2025-09-30 | 4.5195 | 0.1519 | 12468162 | 149577 | 1.2142 |
| JPMorgan Chase & Co | 2025-09-30 | 3.5898 | 0.1042 | 9903442 | 5630831 | 131.789 |
| FMR Inc | 2025-12-31 | 3.5827 | 0.1575 | 9883842 | 458572 | 4.8653 |
| Jennison Associates LLC | 2025-12-31 | 2.7968 | 1.4479 | 7715550 | -1016098 | -11.637 |
| Geode Capital Management, LLC | 2025-09-30 | 2.7313 | 0.1685 | 7535120 | 1171386 | 18.4072 |
| Massachusetts Financial Services Company | 2025-12-31 | 1.7378 | 0.4832 | 4794286 | -520121 | -9.787 |
| AllianceBernstein L.P. | 2025-09-30 | 1.6741 | 0.5109 | 4618332 | -302484 | -6.147 |
| NORGES BANK | 2025-12-31 | 1.5689 | 0.1447 | 4328242 | 464481 | 12.0215 |
| Franklin Resources Inc | 2025-09-30 | 1.4291 | 0.3453 | 3942491 | -300936 | -7.0918 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 1.3717 | 0.2887 | 3784318 | -830525 | -17.9968 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.3046 | 0.0765 | 3599148 | -257546 | -6.6779 |
| Van Eck Associates Corporation | 2025-09-30 | 1.1445 | 1.0304 | 3157526 | -352548 | -10.0439 |
| Northern Trust Corp | 2025-09-30 | 1.0696 | 0.1326 | 2950733 | 3934 | 0.1335 |
| Amvescap Plc. | 2025-09-30 | 1.0667 | 0.1629 | 2942746 | 499009 | 20.4199 |
| The Goldman Sachs Group Inc | 2025-09-30 | 1.0576 | 0.1254 | 2917628 | 744302 | 34.2471 |
| HHG PLC | 2025-09-30 | 1.0354 | 0.4581 | 2856308 | 40653 | 1.4438 |
| Wellington Management Company LLP | 2025-12-31 | 0.9255 | 0.1399 | 2553225 | 1751290 | 218.383 |
| Principal Financial Group Inc | 2025-09-30 | 0.8344 | 0.4078 | 2301781 | 110794 | 5.0568 |
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 | 3.1429 | 0.1209 | 8569048 | 18340 | 0.2145 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.5435 | 0.136 | 6934928 | 43216 | 0.6271 |
| Invesco QQQ Trust | 2026-02-26 | 2.1361 | 0.4347 | 5823962 | -12905 | -0.2211 |
| VanEck Semiconductor ETF | 2026-02-27 | 1.2874 | 2.2216 | 3510108 | 23070 | 0.6616 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2716 | 0.1382 | 3467138 | 640134 | 22.6435 |
| Fidelity 500 Index | 2025-12-31 | 1.2626 | 0.1454 | 3442357 | 1065 | 0.0309 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.1779 | 0.137 | 3211671 | -5724 | -0.1779 |
| Vanguard Growth Index Investor | 2026-01-31 | 1.1219 | 0.259 | 3058751 | 18690 | 0.6148 |
| State Street®TechSelSectSPDR®ETF | 2026-02-26 | 0.7789 | 0.7087 | 2123642 | 2520 | 0.1188 |
| UBS: Global Equity | 2025-09-30 | 0.7742 | 1.7408 | 2110974 | -682932 | -24.4436 |
| Fidelity Magellan | 2025-12-31 | 0.7385 | 1.7272 | 2013429 | -11000 | -0.5434 |
| Vanguard Information Technology ETF | 2026-01-31 | 0.7296 | 0.4511 | 1989191 | 8269 | 0.4174 |
| MFS Growth Equity | 2025-12-31 | 0.5864 | 1.1424 | 1598713 | -194536 | -10.8482 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5699 | 0.136 | 1553798 | -3621 | -0.2325 |
| Vanguard US Growth Investor | 2025-12-31 | 0.5622 | 0.9916 | 1532875 | 520146 | 51.3608 |
| JPMorgan Equity Premium Income ETF | 2026-02-26 | 0.561 | 1.0225 | 1529498 | 3264 | 0.2139 |
| Harbor Capital Appreciation Instl | 2025-12-31 | 0.5596 | 1.7455 | 1525800 | -271792 | -15.1198 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5316 | 0.1349 | 1449379 | 14640 | 1.0204 |
| MFS Growth B | 2026-01-31 | 0.511 | 0.9741 | 1393137 | 1393137 | 0 |
| Principal Aligned Blue Chip Equity | 2025-12-31 | 0.4503 | 3.9172 | 1227855 | -67010 | -5.1751 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Paul Cunningham | 2026-02-02 | Sell | 1000 | 295.09 |
| Ro Khanna | 2026-01-29 | Purchase | 302.67 | |
| Ro Khanna | 2026-01-06 | Sell | 314.64 | |
| Paul Cunningham | 2026-01-02 | Sell | 1000 | 315.7 |
| John M Wall | 2025-12-16 | Sell | 27805 | 318.57 |
| Ita M Brennan | 2025-12-10 | Sell | 180 | 337.48 |
| Paul Scannell | 2025-12-10 | Sell | 5490 | 339.43 |
| Anirudh Devgan | 2025-12-05 | Sell | 20000 | 340 |
| Paul Cunningham | 2025-12-01 | Sell | 1000 | 312.64 |
| Anirudh Devgan | 2025-11-05 | Sell | 5550 | 327.8 |
| Paul Cunningham | 2025-11-03 | Sell | 1000 | 340.26 |
| Ro Khanna | 2025-11-03 | Sell | 335.41 | |
| Michael T. McCaul | 2025-10-27 | Sell | 351.4 | |
| Paul Cunningham | 2025-10-01 | Sell | 1000 | 348.27 |
| John M Wall | 2025-09-30 | Sell | 7500 | 349.16 |
| Val T. Hoyle | 2025-09-23 | Sell | 366.3 | |
| Ita M Brennan | 2025-09-10 | Sell | 180 | 334.51 |
| Paul Cunningham | 2025-09-02 | Sell | 1000 | 343.95 |
| Ro Khanna | 2025-08-26 | Purchase | 344.03 | |
| Michael T. McCaul | 2025-08-21 | Sell | 347.57 |