Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 11.1015 | 0.0776 | 144588220 | 18660882 | 14.8188 |
| JPMorgan Chase & Co | 2025-09-30 | 8.5345 | 0.1305 | 111155086 | 47210456 | 73.8302 |
| BlackRock Inc | 2025-09-30 | 8.402 | 0.0751 | 109429878 | -2223961 | -1.9918 |
| Capital World Investors | 2025-09-30 | 6.7447 | 0.4703 | 87844788 | 48398628 | 122.6954 |
| State Street Corp | 2025-09-30 | 4.3149 | 0.0764 | 56198769 | -190691 | -0.3382 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 3.7784 | 0.2063 | 49210147 | -4363832 | -8.1454 |
| Capital Research & Mgmt Co - Division 3 | 2025-09-30 | 2.9559 | 0.2436 | 38497927 | 11471658 | 42.4463 |
| Geode Capital Management, LLC | 2025-09-30 | 2.2935 | 0.0743 | 29870876 | 211368 | 0.7126 |
| AllianceBernstein L.P. | 2025-09-30 | 1.9741 | 0.3173 | 25711104 | -7400404 | -22.3499 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.8786 | 0.0581 | 24467560 | -989608 | -3.8873 |
| FMR Inc | 2025-12-31 | 1.7863 | 0.0439 | 23265679 | -4055143 | -14.8427 |
| T. Rowe Price Investment Management,Inc. | 2025-09-30 | 1.5641 | 0.488 | 20370684 | 20175872 | 10356.5858 |
| NORGES BANK | 2025-12-31 | 1.4772 | 0.0762 | 19238829 | 1399675 | 7.8461 |
| Arrowstreet Capital Limited Partnership | 2025-12-31 | 1.0558 | 0.298 | 13750486 | 2316849 | 20.2634 |
| Northern Trust Corp | 2025-09-30 | 1.0338 | 0.0675 | 13463911 | -358894 | -2.5964 |
| Brown Advisory Holdings Inc | 2025-09-30 | 0.8015 | 0.5326 | 10439206 | 1542518 | 17.3381 |
| Nuveen, LLC | 2025-09-30 | 0.7473 | 0.1007 | 9733620 | 1112736 | 12.9074 |
| Sustainable Growth Advisers, LP | 2025-12-31 | 0.743 | 2.4831 | 9677524 | -2818114 | -22.5528 |
| Capital Research Global Investors | 2025-09-30 | 0.7408 | 0.0709 | 9647801 | -3660919 | -27.5077 |
| The Goldman Sachs Group Inc | 2025-09-30 | 0.712 | 0.0445 | 9273313 | 1725437 | 22.8599 |
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 | 3.1972 | 0.077 | 41640629 | 89178 | 0.2146 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.5866 | 0.0866 | 33688612 | 210160 | 0.6277 |
| Capital Group Fundamental Invtrs Comp | 2025-12-31 | 2.572 | 0.7662 | 33497894 | 10185553 | 43.6917 |
| American Funds Fundamental Invs A | 2025-12-31 | 2.572 | 0.7662 | 33497894 | 10185553 | 43.6917 |
| American Funds American Balanced A | 2025-12-31 | 1.9122 | 0.3416 | 24905247 | 3956265 | 18.8852 |
| Capital Group Growth Fnd of Amer Comp | 2025-12-31 | 1.8594 | 0.2667 | 24217632 | -4194561 | -14.7632 |
| American Funds Growth Fund of Amer A | 2025-12-31 | 1.8594 | 0.2667 | 24217632 | -4194561 | -14.7632 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2931 | 0.0834 | 16842059 | 2604859 | 18.2961 |
| Fidelity 500 Index | 2025-12-31 | 1.2845 | 0.0836 | 16729171 | -212052 | -1.2517 |
| Vanguard Growth Index Investor | 2026-01-31 | 1.2215 | 0.1767 | 15909601 | 97536 | 0.6168 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.2 | 0.0852 | 15628928 | -27756 | -0.1773 |
| iShares MSCI USA Quality Factor ETF | 2026-02-25 | 1.1683 | 1.1309 | 15216304 | 4797354 | 46.0445 |
| Vanguard Mid Cap Index Institutional | 2026-01-31 | 1.0995 | 0.2738 | 14319674 | -72011 | -0.5004 |
| AllianceBernstein US L/C Growth Eqty MF | 2025-12-30 | 0.8712 | 1.1484 | 11347065 | 1153790 | 11.3191 |
| American Funds Invmt Co of Amer A | 2025-12-31 | 0.8308 | 0.2275 | 10820185 | -2508489 | -18.8202 |
| Capital Group Investment Co of Amer Comp | 2025-12-31 | 0.8308 | 0.2275 | 10820185 | -2508489 | -18.8202 |
| Capital Group Growth Composite | 2025-12-31 | 0.702 | 0.6187 | 9143057 | 899953 | 10.9176 |
| American Funds IS® Growth 1 | 2025-12-31 | 0.702 | 0.6187 | 9143057 | 899953 | 10.9176 |
| JPMorgan Equity Premium Income ETF | 2026-02-26 | 0.6953 | 0.774 | 9055798 | 19328 | 0.2139 |
| Capital Group New Economy Comp | 2025-12-31 | 0.6814 | 0.7504 | 8874610 | 2150433 | 31.9806 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-01-29 | Purchase | 39.09 | |
| Gilbert Ray Cisneros, Jr. | 2025-11-18 | Purchase | 30.79 | |
| Ro Khanna | 2025-11-10 | Sell | 30.48 | |
| Ro Khanna | 2025-11-07 | Sell | 30.56 | |
| Julia Letlow | 2025-11-03 | Sell | 31.46 | |
| Ro Khanna | 2025-11-03 | Purchase | 31.46 | |
| Markwayne Mullin | 2025-11-03 | Sell | 31.46 | |
| Cleo Fields | 2025-10-30 | Sell | 32.61 | |
| Byron Donalds | 2025-10-09 | Purchase | 40.88 | |
| Ro Khanna | 2025-10-07 | Purchase | 40.94 | |
| Ro Khanna | 2025-09-29 | Sell | 39.87 | |
| Gilbert Ray Cisneros, Jr. | 2025-09-12 | Sell | 38.65 | |
| Ro Khanna | 2025-09-05 | Purchase | 41.04 | |
| Byron Donalds | 2025-09-04 | Sell | 41.38 | |
| Ro Khanna | 2025-08-26 | Purchase | 42.52 | |
| Ro Khanna | 2025-08-04 | Sell | 42.85 | |
| Ro Khanna | 2025-07-25 | Sell | 46.75 | |
| Ro Khanna | 2025-07-02 | Purchase | 56.78 | |
| Ro Khanna | 2025-07-01 | Purchase | 58.26 | |
| John W. Hickenlooper | 2025-06-12 | Sell | 50.89 |