Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2025-09-30 | 10.4432 | 0.1773 | 28832948 | -1059125 | -3.5432 |
| Vanguard Group Inc | 2025-12-31 | 9.863 | 0.1234 | 27231070 | 307753 | 1.1431 |
| State Street Corp | 2025-09-30 | 4.5159 | 0.1519 | 12468162 | 149577 | 1.2142 |
| JPMorgan Chase & Co | 2025-09-30 | 3.587 | 0.1042 | 9903442 | 5630831 | 131.789 |
| FMR Inc | 2025-12-31 | 3.5799 | 0.1575 | 9883842 | 458572 | 4.8653 |
| Jennison Associates LLC | 2025-12-31 | 2.7946 | 1.4479 | 7715550 | -1016098 | -11.637 |
| Geode Capital Management, LLC | 2025-12-31 | 2.7626 | 0.1468 | 7627272 | 92152 | 1.223 |
| Massachusetts Financial Services Company | 2025-12-31 | 1.7365 | 0.4832 | 4794286 | -520121 | -9.787 |
| AllianceBernstein L.P. | 2025-09-30 | 1.6728 | 0.5109 | 4618332 | -302484 | -6.147 |
| NORGES BANK | 2025-12-31 | 1.5677 | 0.1447 | 4328242 | 464481 | 12.0215 |
| Franklin Resources Inc | 2025-09-30 | 1.428 | 0.3453 | 3942491 | -300936 | -7.0918 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 1.3707 | 0.2887 | 3784318 | -830525 | -17.9968 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.3036 | 0.0765 | 3599148 | -257546 | -6.6779 |
| Van Eck Associates Corporation | 2025-12-31 | 1.2801 | 0.913 | 3534180 | 376654 | 11.9288 |
| J Stern & Co LLP | 2025-12-31 | 1.0697 | 0.2517 | 2953256 | 2924470 | 10159.3483 |
| Northern Trust Corp | 2025-09-30 | 1.0687 | 0.1326 | 2950733 | 3934 | 0.1335 |
| Amvescap Plc. | 2025-09-30 | 1.0659 | 0.1629 | 2942746 | 499009 | 20.4199 |
| HHG PLC | 2025-09-30 | 1.0345 | 0.4581 | 2856308 | 40653 | 1.4438 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.944 | 0.0999 | 2606420 | -311208 | -10.6665 |
| Wellington Management Company LLP | 2025-12-31 | 0.9248 | 0.1399 | 2553225 | 1751290 | 218.383 |
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 | 3.1181 | 0.1238 | 8608768 | 39720 | 0.4635 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.5359 | 0.1393 | 7001431 | 66503 | 0.959 |
| Invesco QQQ Trust | 2026-03-31 | 2.1066 | 0.4334 | 5816160 | 2255 | 0.0388 |
| VanEck Semiconductor ETF | 2026-03-31 | 1.2974 | 2.5083 | 3582083 | -68675 | -1.8811 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2674 | 0.135 | 3499276 | -1908 | -0.0545 |
| Fidelity 500 Index | 2026-02-28 | 1.2547 | 0.1394 | 3464099 | 5710 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1448 | 0.1351 | 3160646 | -7742 | -0.2444 |
| Vanguard Growth Index Investor | 2026-02-28 | 1.1113 | 0.2752 | 3068122 | 9371 | 0.3064 |
| State Street®TechSelSectSPDR®ETF | 2026-03-31 | 0.7397 | 0.6731 | 2042297 | 5423 | 0.2662 |
| Vanguard Information Technology ETF | 2026-02-28 | 0.7204 | 0.4725 | 1988956 | -235 | -0.0118 |
| Fidelity Magellan | 2026-02-28 | 0.6833 | 1.5997 | 1886529 | -84900 | -4.3065 |
| MFS Growth Equity | 2025-12-31 | 0.5791 | 1.1424 | 1598713 | -194536 | -10.8482 |
| JPMorgan Equity Premium Income ETF | 2026-03-31 | 0.5719 | 1.0021 | 1579019 | 867 | 0.0549 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5583 | 0.1391 | 1541481 | -12317 | -0.7927 |
| Vanguard US Growth Investor | 2025-12-31 | 0.5552 | 0.9916 | 1532875 | 520146 | 51.3608 |
| Harbor Capital Appreciation Instl | 2025-12-31 | 0.5526 | 1.7455 | 1525800 | -271792 | -15.1198 |
| UBS: Global Equity | 2025-12-31 | 0.5411 | 1.0378 | 1493964 | -617010 | -29.2287 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.5263 | 0.1336 | 1453059 | 2040 | 0.1406 |
| iShares Expanded Tech-Software Sect ETF | 2026-03-31 | 0.4536 | 3.2374 | 1252242 | 42872 | 3.545 |
| Principal Aligned Blue Chip Equity | 2025-12-31 | 0.4447 | 3.9172 | 1227855 | -67010 | -5.1751 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Paul Cunningham | 2026-04-01 | Sell | 1000 | 280.19 |
| Ita M Brennan | 2026-03-17 | Sell | 180 | 295.03 |
| Paul Cunningham | 2026-03-02 | Sell | 1000 | 297.78 |
| Ro Khanna | 2026-02-24 | Purchase | 290.63 | |
| Ro Khanna | 2026-02-05 | Sell | 270.14 | |
| Paul Cunningham | 2026-02-02 | Sell | 1000 | 295.09 |
| Ro Khanna | 2026-01-29 | Purchase | 302.67 | |
| Moshe Gavrielov | 2026-01-21 | Sell | 5 | 312.56 |
| 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 |
| Paul Scannell | 2025-12-10 | Sell | 5490 | 339.43 |
| Ita M Brennan | 2025-12-10 | Sell | 180 | 337.48 |
| Anirudh Devgan | 2025-12-05 | Sell | 20000 | 340 |
| Moshe Gavrielov | 2025-12-02 | Sell | 20 | 316.76 |
| 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 |