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 | 2025-12-31 | 7.8076 | 0.5117 | 101688010 | 13843222 | 15.7587 |
| 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 | 2025-12-31 | 3.4777 | 0.2627 | 45294212 | 6796285 | 17.6536 |
| Geode Capital Management, LLC | 2025-12-31 | 2.2921 | 0.0679 | 29852372 | -18504 | -0.0619 |
| 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 |
| NORGES BANK | 2025-12-31 | 1.4772 | 0.0762 | 19238829 | 1399675 | 7.8461 |
| ClearBridge Advisors, LLC | 2025-12-31 | 1.0797 | 0.4166 | 14062158 | 9473120 | 206.4293 |
| 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 |
| AQR Capital Management LLC | 2025-12-31 | 0.8738 | 0.2209 | 11381051 | 8804439 | 341.706 |
| Amundi | 2025-12-31 | 0.7458 | 0.0977 | 9714105 | 3593064 | 58.7002 |
| Sustainable Growth Advisers, LP | 2025-12-31 | 0.743 | 2.4831 | 9677524 | -2818114 | -22.5528 |
| Citadel Advisors Llc | 2025-12-31 | 0.706 | 0.0511 | 9195176 | 6672857 | 264.5525 |
| UBS Group AG | 2025-09-30 | 0.7005 | 0.056 | 9123015 | 216855 | 2.4349 |
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 | 3.211 | 0.0743 | 41820713 | 180084 | 0.4325 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.6114 | 0.0836 | 34012017 | 323405 | 0.96 |
| American Funds Fundamental Invs A | 2025-12-31 | 2.572 | 0.7662 | 33497894 | 10185553 | 43.6917 |
| Capital Group Fundamental Invtrs Comp | 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 |
| Fidelity 500 Index | 2026-02-28 | 1.292 | 0.0836 | 16827643 | 27740 | 0.1651 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2854 | 0.0744 | 16741052 | -9108 | -0.0544 |
| Vanguard Growth Index Investor | 2026-02-28 | 1.2254 | 0.1768 | 15960250 | 50649 | 0.3184 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1566 | 0.0742 | 15063778 | -37142 | -0.246 |
| iShares MSCI USA Quality Factor ETF | 2026-03-31 | 1.1527 | 1.0338 | 15013456 | -9294 | -0.0619 |
| Vanguard Mid Cap Index Institutional | 2026-02-28 | 1.1033 | 0.254 | 14369432 | 49758 | 0.3475 |
| Capital Group Investment Co of Amer Comp | 2025-12-31 | 0.8308 | 0.2275 | 10820185 | -2508489 | -18.8202 |
| American Funds Invmt Co of Amer A | 2025-12-31 | 0.8308 | 0.2275 | 10820185 | -2508489 | -18.8202 |
| American Funds IS® Growth 1 | 2025-12-31 | 0.702 | 0.6187 | 9143057 | 899953 | 10.9176 |
| Capital Group Growth Composite | 2025-12-31 | 0.702 | 0.6187 | 9143057 | 899953 | 10.9176 |
| JPMorgan Equity Premium Income ETF | 2026-03-31 | 0.684 | 0.6513 | 8908795 | 4879 | 0.0548 |
| American Funds New Economy A | 2025-12-31 | 0.6814 | 0.7504 | 8874610 | 2150433 | 31.9806 |
| 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 | 2026-03-23 | Sell | 33.36 | |
| Ro Khanna | 2026-03-10 | Sell | 34.69 | |
| 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 | |
| Julia Letlow | 2025-08-26 | Purchase | 42.52 | |
| Ro Khanna | 2025-08-26 | Purchase | 42.52 | |
| Ro Khanna | 2025-08-04 | Sell | 42.85 | |
| Ro Khanna | 2025-07-25 | Sell | 46.75 |