Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-06-30 | 9.7764 | 0.6947 | 43356271 | 711560 | 1.6686 |
| BlackRock Inc | 2025-06-30 | 8.0238 | 0.6706 | 35583824 | 651656 | 1.8655 |
| State Street Corp | 2025-06-30 | 4.1322 | 0.6799 | 18325416 | 90107 | 0.4941 |
| Geode Capital Management, LLC | 2025-06-30 | 2.3169 | 0.7096 | 10275056 | 150844 | 1.4899 |
| Morgan Stanley - Brokerage Accounts | 2025-06-30 | 2.1585 | 0.6173 | 9572349 | 57475 | 0.6041 |
| FMR Inc | 2025-06-30 | 2.1228 | 0.5256 | 9414164 | -104698 | -1.0999 |
| Bank of America Corp | 2025-06-30 | 1.5748 | 0.5059 | 6983830 | 273041 | 4.0687 |
| NORGES BANK | 2025-06-30 | 1.2965 | 0.7105 | 5749879 | 93996 | 1.6619 |
| Northern Trust Corp | 2025-06-30 | 1.1398 | 0.6881 | 5054552 | -54543 | -1.0676 |
| Amvescap Plc. | 2025-06-30 | 0.9677 | 0.7225 | 4291557 | 383887 | 9.8239 |
| Capital World Investors | 2025-06-30 | 0.8904 | 0.5682 | 3948600 | -51557 | -1.2889 |
| Royal Bank of Canada | 2025-06-30 | 0.866 | 0.6852 | 3840297 | 6370 | 0.1661 |
| Nuveen, LLC | 2025-06-30 | 0.7808 | 0.9473 | 3462676 | -196905 | -5.3805 |
| Bank of New York Mellon Corp | 2025-06-30 | 0.7747 | 0.6426 | 3435648 | -735151 | -17.6261 |
| JPMorgan Chase & Co | 2025-06-30 | 0.759 | 0.2179 | 3366123 | -243940 | -6.7572 |
| AllianceBernstein L.P. | 2025-06-30 | 0.7433 | 1.0644 | 3296524 | -1035485 | -23.9031 |
| UBS Asset Mgmt Americas Inc | 2025-06-30 | 0.7235 | 0.6429 | 3208339 | -18281 | -0.5666 |
| Jennison Associates LLC | 2025-06-30 | 0.7146 | 1.8607 | 3169194 | -188436 | -5.6122 |
| Wells Fargo & Co | 2025-06-30 | 0.7023 | 0.6378 | 3114477 | -29657 | -0.9432 |
| Fisher Asset Management, LLC | 2025-06-30 | 0.7014 | 1.2224 | 3110415 | -20824 | -0.665 |
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 | 3.1434 | 0.6852 | 13940417 | -323235 | -2.2661 |
| Vanguard 500 Index Investor | 2025-07-31 | 2.4765 | 0.7756 | 10982789 | -1608892 | -12.7774 |
| Invesco QQQ Trust | 2025-08-29 | 2.0621 | 2.3598 | 9144910 | 63457 | 0.6988 |
| Fidelity 500 Index | 2025-07-31 | 1.2682 | 0.7748 | 5624131 | 2416 | 0.043 |
| SPDR® S&P 500® ETF | 2025-08-31 | 1.2085 | 0.7632 | 5359234 | 66033 | 1.2475 |
| iShares Core S&P 500 ETF | 2025-08-31 | 1.2039 | 0.7626 | 5339055 | 0 | 0 |
| Vanguard Growth Index Investor | 2025-07-31 | 1.038 | 1.3335 | 4603076 | 17188 | 0.3748 |
| Vanguard Institutional Index I | 2025-07-31 | 0.6048 | 0.7758 | 2682240 | -29841 | -1.1003 |
| Vanguard Dividend Appreciation ETF | 2025-07-31 | 0.5366 | 2.0419 | 2379514 | 4624 | 0.1947 |
| State St S&P 500® Indx SL Cl III | 2025-08-31 | 0.534 | 0.7584 | 2368323 | -3578 | -0.1508 |
| Vanguard Institutional 500 Index Trust | 2025-07-31 | 0.382 | 0.7751 | 1694211 | 1694211 | 0 |
| Blackrock Eq Idx Fund CF | 2025-06-30 | 0.3781 | 0.8329 | 1676891 | 13438 | 0.8078 |
| iShares Russell 1000 Growth ETF | 2025-08-31 | 0.3767 | 1.3534 | 1670713 | 0 | 0 |
| American Funds Growth Fund of Amer A | 2025-06-30 | 0.3693 | 0.5055 | 1637745 | 54578 | 3.4474 |
| Capital Group Growth Fnd of Amer Comp | 2025-06-30 | 0.3693 | 0.5055 | 1637745 | 54578 | 3.4474 |
| The Consumer Staples Sel SectSPDR® ETF | 2025-08-31 | 0.3646 | 9.6038 | 1616926 | 5782 | 0.3589 |
| Fidelity Contrafund | 2025-07-31 | 0.3597 | 0.8646 | 1595202 | -313239 | -16.4133 |
| Invesco NASDAQ 100 ETF | 2025-08-29 | 0.3311 | 2.3568 | 1468159 | 236 | 0.0161 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-06-30 | 0.3135 | 0.7678 | 1390510 | -65353 | -4.489 |
| Russell 1000 Index Fund | 2025-08-31 | 0.3091 | 0.6985 | 1370634 | -15036 | -1.0851 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Tiffany Marie Barbre | 2025-10-24 | Sell | 1239 | 934.62 |
| Claudine Adamo | 2025-10-24 | Sell | 2700 | 935.68 |
| Russell D Miller | 2025-09-29 | Sell | 3381 | 915 |
| Ro Khanna | 2025-09-29 | Sell | 916.87 | |
| Val T. Hoyle | 2025-09-23 | Sell | 943.6 | |
| Teresa A Jones | 2025-08-20 | Sell | 600 | 992.05 |
| Yoram Rubanenko | 2025-07-14 | Sell | 4000 | 974.96 |
| Lisa C. McClain | 2025-07-10 | Sell | 970.17 | |
| Susan L Decker | 2025-06-18 | Sell | 547 | 980 |
| Lisa C. McClain | 2025-06-17 | Purchase | 977.72 | |
| Lisa C. McClain | 2025-06-09 | Sell | 1006.18 | |
| Patrick J Callans | 2025-06-09 | Sell | 3000 | 1002.77 |
| Pierre Riel | 2025-06-06 | Sell | 2000 | 1014.15 |
| Jefferson Shreve | 2025-05-12 | Sell | 1016.15 | |
| Bruce Westerman | 2025-04-21 | Sell | 957.77 | |
| James C Klauer | 2025-04-17 | Sell | 4000 | 981.07 |
| Ro Khanna | 2025-04-09 | Purchase | 965.19 | |
| Jefferson Shreve | 2025-03-31 | Sell | 945.78 | |
| Gary Millerchip | 2025-03-27 | Sell | 1100 | 940.01 |
| Greg Landsman | 2025-03-27 | Sell | 938.75 |