Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-06-30 11.8902 0.0513 58396605 869706 1.5118
BlackRock Inc 2025-06-30 9.206 0.0467 45213772 42195 0.0934
FMR Inc 2025-06-30 5.4813 0.0824 26920525 293000 1.1004
NORGES BANK 2025-06-30 5.3866 0.1792 26455361 1097697 4.3289
State Street Corp 2025-06-30 4.7211 0.0472 23186927 514600 2.2697
Harris Associates L.P. 2025-06-30 4.1575 1.8021 20418731 -717208 -3.3933
Capital World Investors 2025-06-30 3.6106 0.1399 17732715 2822774 18.9322
Geode Capital Management, LLC 2025-06-30 2.6894 0.0504 13208639 279637 2.1629
Amvescap Plc. 2025-06-30 2.3875 0.1083 11725910 633946 5.7154
AQR Capital Management LLC 2025-06-30 1.6897 0.3661 8298682 -2750812 -24.8954
Politan Capital Management LP 2025-06-30 1.6377 31.3553 8043255 -488476 -5.7254
Wellington Management Company LLP 2025-06-30 1.5101 0.0731 7416818 -2391175 -24.3799
Arrowstreet Capital Limited Partnership 2025-06-30 1.3447 0.2534 6604382 406226 6.554
Morgan Stanley - Brokerage Accounts 2025-06-30 1.1917 0.0207 5852675 -217696 -3.5862
Ameriprise Financial Inc 2025-06-30 1.1013 0.0724 5409000 19140 0.3551
UBS Asset Mgmt Americas Inc 2025-06-30 1.0376 0.056 5095858 285369 5.9322
Northern Trust Corp 2025-06-30 1.0309 0.0378 5063287 -93704 -1.817
LSV Asset Management 2025-06-30 0.9289 0.5797 4562064 506300 12.4835
Dimensional Fund Advisors, Inc. 2025-06-30 0.9169 0.0566 4503154 69703 1.5722
Charles Schwab Investment Management Inc 2025-06-30 0.8468 0.039 4158965 154812 3.8663

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2025-07-31 3.1804 0.0213 15619767 -358623 -2.2444
Vanguard 500 Index Investor 2025-07-31 2.5086 0.0241 12320716 -1804814 -12.777
Vanguard Mid Cap Index Institutional 2025-07-31 2.2597 0.147 11097894 117388 1.0691
Oakmark Investor 2025-06-30 1.8369 2.017 9021700 200000 2.2671
Fidelity 500 Index 2025-07-31 1.2843 0.0241 6307625 2707 0.0429
American Funds Growth Fund of Amer A 2025-06-30 1.2701 0.1056 6237802 2239859 56.0253
Capital Group Growth Fnd of Amer Comp 2025-06-30 1.2701 0.1056 6237802 2239859 56.0253
Capital Group Fundamental Invtrs Comp 2025-06-30 1.2302 0.2154 6041739 0 0
American Funds Fundamental Invs A 2025-06-30 1.2302 0.2154 6041739 0 0
SPDR® S&P 500® ETF 2025-08-31 1.2266 0.0264 6024177 73876 1.2416
iShares Core S&P 500 ETF 2025-08-31 1.2192 0.0263 5988063 0 0
Vanguard Value Index Inv 2025-07-31 0.8979 0.0588 4410072 -6191 -0.1402
Vanguard Health Care Inv 2025-06-30 0.7411 0.5493 3639915 -920636 -20.1869
The Health Care Select Sector SPDR® ETF 2025-08-31 0.6918 0.2905 3397843 5504 0.1622
Vanguard Mid-Cap Value ETF 2025-07-31 0.6375 0.263 3131051 -1858 -0.0593
Vanguard Institutional Index I 2025-07-31 0.6136 0.0242 3013579 -26706 -0.8784
Invesco Equity and Income Composite 2025-06-30 0.6047 0.6477 2969800 1515575 104.2187
State St S&P 500® Indx SL Cl III 2025-08-31 0.5408 0.0262 2656135 -4008 -0.1507
Oakmark Select Investor 2025-06-30 0.5319 1.9428 2612104 278000 11.9104
Invesco S&P 500® Equal Weight ETF 2025-08-29 0.5211 0.0996 2559503 3770 0.1475

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Tim Moore 2025-08-18 Sell 28.99
Sarah London 2025-08-08 Purchase 19230 25.5
Tim Moore 2025-08-08 Purchase 25.58
Tim Moore 2025-08-07 Purchase 25.23
Gilbert Ray Cisneros, Jr. 2025-08-05 Purchase 25.9
Ro Khanna 2025-08-04 Purchase 26.21
Tim Moore 2025-07-30 Purchase 25.8
Tim Moore 2025-07-29 Purchase 25.55
Theodore R Samuels II 2025-07-28 Purchase 9000 27.62
Ro Khanna 2025-07-25 Purchase 28.36
Tim Moore 2025-07-22 Purchase 27.85
Tim Moore 2025-07-21 Purchase 27.4
Tim Moore 2025-07-18 Purchase 27.95
Tim Moore 2025-07-14 Purchase 30.61
Ro Khanna 2025-06-23 Sell 53.44
Ro Khanna 2025-06-20 Purchase 54.48
Gilbert Ray Cisneros, Jr. 2025-05-30 Sell 56.36
Ro Khanna 2025-05-28 Sell 55.93
Ro Khanna 2025-05-19 Purchase 61.47
Jefferson Shreve 2025-05-12 Sell 62.8

Major Indices