Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 11.5864 | 0.034 | 56978753 | 190334 | 0.3352 |
| BlackRock Inc | 2025-09-30 | 9.222 | 0.0283 | 45351341 | 137569 | 0.3043 |
| AQR Capital Management LLC | 2025-12-31 | 6.4661 | 0.6864 | 31798738 | 17143904 | 116.9846 |
| State Street Corp | 2025-09-30 | 4.3511 | 0.0265 | 21397509 | -1789418 | -7.7174 |
| Geode Capital Management, LLC | 2025-12-31 | 2.6987 | 0.0342 | 13271492 | 697277 | 5.5453 |
| Amvescap Plc. | 2025-09-30 | 2.1565 | 0.0596 | 10605256 | -1120654 | -9.5571 |
| Harris Associates L.P. | 2025-12-31 | 1.8404 | 0.4707 | 9050554 | -77390 | -0.8478 |
| Arrowstreet Capital Limited Partnership | 2025-12-31 | 1.7466 | 0.207 | 8589500 | -126556 | -1.452 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.7079 | 0.0181 | 8398985 | 2546310 | 43.5068 |
| D. E. Shaw & Co LP | 2025-12-31 | 1.6975 | 0.1883 | 8347666 | -2281363 | -21.4635 |
| NORGES BANK | 2025-12-31 | 1.6408 | 0.0355 | 8069121 | -18386240 | -69.4991 |
| Ameriprise Financial Inc | 2025-09-30 | 1.4824 | 0.0597 | 7290041 | 1881041 | 34.7761 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 1.3449 | 0.0423 | 6614013 | 530638 | 8.7228 |
| Deerfield Management Co | 2025-12-31 | 1.3112 | 3.3886 | 6447998 | -2598002 | -28.7199 |
| The Goldman Sachs Group Inc | 2025-12-31 | 1.1019 | 0.0274 | 5418959 | 1145369 | 26.8011 |
| Northern Trust Corp | 2025-09-30 | 1.0128 | 0.0227 | 4980860 | -82427 | -1.6279 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.9948 | 0.0379 | 4892356 | -203502 | -3.9935 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 0.9556 | 0.0179 | 4699227 | 3975957 | 549.7196 |
| Citadel Advisors Llc | 2025-12-31 | 0.9484 | 0.0288 | 4663967 | -1535592 | -24.7694 |
| Millennium Management LLC | 2025-12-31 | 0.9285 | 0.079 | 4566222 | -538018 | -10.5406 |
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 | 3.1621 | 0.0333 | 15550296 | 27311 | 0.1759 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.4412 | 0.0356 | 12005321 | 113875 | 0.9576 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2227 | 0.0273 | 6012804 | -3276 | -0.0545 |
| Fidelity 500 Index | 2026-02-28 | 1.2084 | 0.0356 | 5942433 | 9806 | 0.1653 |
| Oakmark Select Investor | 2025-12-31 | 1.1924 | 2.9535 | 5864000 | 0 | 0 |
| Vanguard Small Cap Index | 2026-02-28 | 1.1349 | 0.1428 | 5581368 | 14561 | 0.2616 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1007 | 0.0273 | 5413101 | -13328 | -0.2456 |
| Vanguard Mid Cap Index Institutional | 2026-02-28 | 1.0861 | 0.1138 | 5341203 | 18294 | 0.3437 |
| Loomis Sayles CPFD CIT | 2025-12-31 | 1.0391 | 0.1348 | 5110000 | 620000 | 13.8085 |
| Core Plus Full Discretion CIT D | 2025-12-31 | 1.0391 | 0.1348 | 5110000 | 620000 | 13.8085 |
| Loomis Sayles Inv Grade Bond CIT | 2025-12-31 | 1.0391 | 0.1348 | 5110000 | 620000 | 13.8085 |
| Invesco S&P 500® Equal Weight ETF | 2026-03-31 | 0.9846 | 0.1859 | 4841812 | 14279 | 0.2958 |
| Vanguard Small Cap Value Index Inv | 2026-02-28 | 0.7289 | 0.2495 | 3584394 | 10227 | 0.2861 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-03-31 | 0.6943 | 0.2879 | 3414579 | 10352 | 0.3041 |
| JHancock Disciplined Value Mid Cap I | 2026-02-28 | 0.5927 | 0.5199 | 2914609 | 0 | 0 |
| VictoryShares Free Cash Flow ETF | 2026-03-31 | 0.5615 | 1.4674 | 2761227 | 0 | 0 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5381 | 0.0356 | 2646279 | -19082 | -0.7159 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.5071 | 0.027 | 2493798 | 4700 | 0.1888 |
| Invesco S&P 500 Revenue ETF | 2026-03-31 | 0.4845 | 0.9644 | 2382436 | 0 | 0 |
| Vanguard Value Index Inv | 2026-02-28 | 0.4654 | 0.0429 | 2288905 | 26370 | 1.1655 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-02-05 | Sell | 39.88 | |
| Ro Khanna | 2026-01-29 | Purchase | 43.5 | |
| 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 |