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Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2024-09-30 9.4036 0.6627 41746567 373021 0.9016
BlackRock Inc 2024-06-30 7.4754 0.6384 33186596 835171 2.5816
State Street Corp 2024-09-30 4.0641 0.6508 18042064 -586023 -3.1459
Geode Capital Management, LLC 2024-09-30 2.137 0.6786 9487057 162191 1.7393
Morgan Stanley - Brokerage Accounts 2024-09-30 2.1283 0.6073 9448475 -9431717 -49.9556
FMR Inc 2024-09-30 2.0968 0.5021 9308615 324973 3.6174
International Assets Investment Management, LLC 2024-09-30 1.6603 0.0228 7370916 7364453 113947.9035
Bank of America Corp 2024-09-30 1.5947 0.521 7079335 -169940 -2.3442
NORGES BANK 2024-06-30 1.1969 0.6747 5313432 -183923 -3.3457
Northern Trust Corp 2024-09-30 1.0521 0.6778 4670506 -153204 -3.1761
Bank of New York Mellon Corp 2024-09-30 1.0086 0.7382 4477807 -337054 -7.0003
AllianceBernstein L.P. 2024-09-30 0.9858 1.3031 4376417 60073 1.3918
Royal Bank of Canada 2024-09-30 0.9066 0.7285 4024764 15030 0.3748
Capital World Investors 2024-09-30 0.8947 0.5459 3972060 56696 1.448
Amvescap Plc. 2024-09-30 0.8272 0.6286 3672419 599540 19.5107
JPMorgan Chase & Co 2024-09-30 0.8069 0.2421 3582081 -146401 -3.9266
Nuveen Asset Management, LLC 2024-09-30 0.7928 0.876 3519532 -144338 -3.9395
Goldman Sachs Group Inc 2024-09-30 0.7856 0.4979 3487826 384256 12.3811
Legal & General Group PLC 2024-09-30 0.7692 0.6309 3414658 -235904 -6.4621
Jennison Associates LLC 2024-09-30 0.7657 1.8707 3399127 125444 3.8319

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2024-11-30 3.139 0.7374 13935477 -60234 -0.4304
Vanguard Institutional 500 Index Trust 2024-11-30 2.685 0.8445 11920045 169930 1.4462
Invesco QQQ Trust 2024-11-30 1.9827 2.7046 8801912 0 0
SPDR® S&P 500® ETF Trust 2024-11-30 1.2327 0.8429 5472401 32364 0.5949
Fidelity 500 Index 2024-10-31 1.2256 0.8025 5441005 -8940 -0.164
iShares Core S&P 500 ETF 2024-11-30 1.1286 0.8427 5010476 0 0
Vanguard Growth Index Investor 2024-11-30 1.0071 1.5427 4471079 23853 0.5364
Vanguard Institutional Index I 2024-11-30 0.6321 0.8434 2806320 -11132 -0.3951
Vanguard Dividend Appreciation ETF 2024-11-30 0.5422 2.2094 2406984 13812 0.5771
State St S&P 500® Indx SL Cl III 2024-11-30 0.4839 0.8382 2148114 -1100 -0.0512
Fidelity Contrafund 2024-10-31 0.4821 1.2614 2140123 -30040 -1.3842
The Consumer Staples Sel SectSPDR® ETF 2024-11-30 0.4059 10.3432 1802102 3996 0.2222
Blackrock Eq Idx Fund CF 2024-09-30 0.378 0.8026 1678186 108903 6.9397
iShares Russell 1000 Growth ETF 2024-11-30 0.3548 1.4716 1575270 0 0
Capital Group New Perspective Comp 2024-09-30 0.3205 0.8637 1422740 34390 2.477
American Funds New Perspective A 2024-09-30 0.3205 0.8637 1422740 34390 2.477
Blackrock Russ 1000 Eq Idx Composite 2024-09-30 0.3103 0.7447 1377534 28805 2.1357
Russell 1000 Index Fund 2024-11-30 0.3063 0.7701 1359841 -29864 -2.1489
AllianceBernstein US L/C Growth Eqty MF 2024-10-31 0.269 3.2277 1194406 0 0
Capital Group Growth Fnd of Amer Comp 2024-09-30 0.2642 0.3561 1172858 0 0

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Marjorie Taylor Greene 2024-11-25 Purchase 0 960.89
Richard A Galanti 2024-10-24 Sell 1416 894.68
Pierre Riel 2024-10-15 Sell 2000 896.71
Russell D Miller 2024-10-11 Sell 4400 891.15
Marjorie Taylor Greene 2024-10-04 Purchase 0 883.11
Claudine Adamo 2024-09-30 Sell 3200 888.99
Richard A Galanti 2024-08-15 Sell 500 874.05
Susan L Decker 2024-08-15 Sell 620 876.5
Richard A Galanti 2024-08-13 Sell 500 863.88
C. Scott Franklin 2024-08-06 Sell 0 816.88
C. Scott Franklin 2024-08-01 Sell 0 816.89
Teresa A Jones 2024-07-25 Sell 4 832.55
Daniel M Hines 2024-07-15 Sell 1500 848.53
Kenneth D Denman 2024-07-15 Sell 350 851.53
Daniel M Hines 2024-07-12 Sell 1500 844.2
Kathy E. Manning 2024-07-02 Purchase 0 859.36
Marjorie Taylor Greene 2024-06-24 Purchase 0 848.16
Greg Landsman 2024-05-15 Purchase 0 787.04
Russell D Miller 2024-04-17 Sell 785 722.86
Claudine Adamo 2024-03-11 Sell 1500 714.83

Major Indices