Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 8.8095 0.0624 111476922 1652759 1.5049
Vanguard Capital Management, LLC 2026-03-31 6.6913 0.067 84673322 84673322 0
Vanguard Portfolio Management, LLC 2026-03-31 4.8272 0.1022 61084721 61084721 0
State Street Corp 2026-03-31 4.3338 0.0606 54840806 -947286 -1.698
T. Rowe Price Associates, Inc. 2026-03-31 4.2474 0.1989 53747546 -4700321 -8.0419
JPMorgan Chase & Co 2026-03-31 3.8839 0.0984 49147394 -3180290 -6.0776
Capital World Investors 2026-06-30 3.6199 0.184 45806251 -34865767 -43.2192
FMR Inc 2026-03-31 2.3981 0.0512 30346326 7080647 30.4339
Geode Capital Management, LLC 2026-03-31 2.3916 0.06 30263425 411053 1.377
Capital Research & Mgmt Co - Division 3 2026-06-30 2.3807 0.2117 30126283 -12675888 -29.6151
NORGES BANK 2026-06-30 2.0425 0.0876 25846578 6607749 34.3459
AllianceBernstein L.P. 2026-03-31 1.4697 0.2228 18598226 -11149033 -37.4792
Two Sigma Investments LLC 2026-06-30 1.4609 0.4551 18486484 10271077 125.0221
Morgan Stanley - Brokerage Accounts 2026-03-31 1.4248 0.0348 18030236 -5079573 -21.9802
Arrowstreet Capital Limited Partnership 2026-03-31 1.3022 0.2855 16478248 2727762 19.8376
The Goldman Sachs Group Inc 2026-03-31 1.277 0.0594 16159221 9515035 143.2084
Northern Trust Corp 2026-03-31 1.0686 0.0572 13522302 481584 3.6929
Amundi 2026-03-31 0.9467 0.1045 11980192 2266087 23.3278
Bank of America Corp 2026-03-31 0.9462 0.028 11973752 5541385 86.1485
ClearBridge Advisors, LLC 2026-03-31 0.9251 0.3262 11706818 -2355340 -16.7495

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard MStar Total Stk Mkt Idx Invest 2026-07-31 3.2282 0.0662 40850562 117345 0.2881
Vanguard 500 Index Investor 2026-07-31 2.6604 0.0741 33665368 353628 1.0616
Vanguard MStar Mid Cap Index Instl 2026-07-31 2.1938 0.458 27761122 -37943 -0.1365
American Funds Fundamental Invs A 2026-06-30 1.7579 0.4174 22245308 -10445882 -31.9532
Capital Group Fundamental Invtrs Comp 2026-06-30 1.7579 0.4174 22245308 -10445882 -31.9532
iShares Core S&P 500 ETF 2026-08-31 1.3499 0.0736 17081720 -26856 -0.157
Fidelity 500 Index 2026-07-31 1.3108 0.0741 16587074 131774 0.8008
State Street® SPDR® S&P 500® ETF 2026-08-31 1.244 0.0738 15741663 3715 0.0236
Vanguard MStar Growth Index Investor 2026-07-31 1.2107 0.153 15320383 -94320 -0.6119
JPMorgan Equity Premium Income ETF 2026-08-31 1.0678 1.1164 13512637 16419 0.1217
iShares MSCI USA Quality Factor ETF 2026-08-31 0.988 0.9977 12502158 56615 0.4549
American Funds Growth Fd of Amer A 2026-06-30 0.9106 0.1098 11523006 -12265524 -51.5607
Capital Group Growth Fnd of Amer Comp 2026-06-30 0.9106 0.1098 11523006 -12265524 -51.5607
Vanguard MStar Mid Cap Growth ETF 2026-07-31 0.7752 1.0864 9809484 -18116 -0.1843
Capital Group New Economy Comp 2026-06-30 0.6942 0.5766 8784960 -2645067 -23.1414
American Funds New Economy A 2026-06-30 0.6942 0.5766 8784960 -2645067 -23.1414
American Funds IS® Growth 1 2026-06-30 0.6699 0.5037 8477527 -665530 -7.2791
Capital Group Growth Composite 2026-06-30 0.6699 0.5037 8477527 -665530 -7.2791
Fidelity Blue Chip Growth 2026-07-31 0.6511 0.3109 8238692 0 0
Fidelity Contrafund 2026-07-31 0.6435 0.1755 8143458 6152157 308.9516

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

Major Indices