Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 10.1001 | 0.4455 | 398943293 | 4049893 | 1.0256 |
| BlackRock Inc | 2025-09-30 | 9.5251 | 0.4506 | 376229920 | 6523725 | 1.7646 |
| State Street Corp | 2025-09-30 | 4.9233 | 0.4614 | 194463199 | -232051 | -0.1192 |
| Geode Capital Management, LLC | 2025-09-30 | 2.5575 | 0.4397 | 101018304 | 1765909 | 1.7792 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.9018 | 0.3112 | 75119906 | 4784943 | 6.8031 |
| JPMorgan Chase & Co | 2025-09-30 | 1.881 | 0.1523 | 74299322 | 42271949 | 131.9869 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 1.7854 | 0.8441 | 70521797 | -5831228 | -7.6372 |
| FMR Inc | 2025-12-31 | 1.6569 | 0.257 | 65445654 | -8059384 | -10.9644 |
| NORGES BANK | 2025-12-31 | 1.4702 | 0.4786 | 58071810 | 3058484 | 5.5595 |
| Amvescap Plc. | 2025-09-30 | 1.3573 | 0.5779 | 53612720 | 5081469 | 10.4705 |
| Bank of America Corp | 2025-09-30 | 1.2838 | 0.2353 | 50708955 | 902972 | 1.813 |
| Northern Trust Corp | 2025-09-30 | 1.2278 | 0.4245 | 48498612 | 1631703 | 3.4816 |
| Bank of New York Mellon Corp | 2025-09-30 | 1.1231 | 0.5445 | 44359900 | -36673 | -0.0826 |
| Franklin Resources Inc | 2025-09-30 | 1.0796 | 0.7275 | 42641483 | 1804625 | 4.4191 |
| Wells Fargo & Co | 2025-09-30 | 0.9708 | 0.4988 | 38344455 | -165258 | -0.4291 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.9086 | 0.5332 | 35889318 | -4973815 | -12.1719 |
| Legal & General Group PLC | 2025-12-31 | 0.9027 | 0.6091 | 35656942 | -2018012 | -5.3564 |
| The Goldman Sachs Group Inc | 2025-09-30 | 0.8211 | 0.2715 | 32434207 | -716682 | -2.1619 |
| Ameriprise Financial Inc | 2025-09-30 | 0.8166 | 0.5069 | 32256632 | -1499979 | -4.4435 |
| Wellington Management Company LLP | 2025-12-31 | 0.8065 | 0.43 | 31853943 | -1894471 | -5.6135 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 2.8371 | 0.4177 | 112060454 | 354453 | 0.3173 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.5417 | 0.5202 | 100393315 | 626298 | 0.6278 |
| Invesco QQQ Trust | 2026-02-26 | 2.1402 | 1.6558 | 84536711 | -187427 | -0.2212 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2708 | 0.5244 | 50193595 | 7971749 | 18.8806 |
| Fidelity 500 Index | 2025-12-31 | 1.2617 | 0.5188 | 49835906 | -175164 | -0.3503 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.1779 | 0.5207 | 46524957 | -82656 | -0.1773 |
| Schwab US Dividend Equity ETF™ | 2026-02-27 | 0.9763 | 3.5385 | 38561718 | 84966 | 0.2208 |
| Vanguard Value Index Inv | 2026-01-31 | 0.8284 | 1.1249 | 32722182 | -10960 | -0.0335 |
| State Street®TechSelSectSPDR®ETF | 2026-02-26 | 0.7784 | 2.6927 | 30744615 | 36510 | 0.1189 |
| Vanguard Information Technology ETF | 2026-01-31 | 0.6575 | 1.5565 | 25968909 | 108003 | 0.4176 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5695 | 0.5205 | 22493226 | -53896 | -0.239 |
| Vanguard Dividend Appreciation ETF | 2026-01-31 | 0.548 | 1.39 | 21645945 | -130976 | -0.6014 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5312 | 0.5162 | 20983258 | 212000 | 1.0206 |
| Putnam Large Cap Value A | 2026-01-31 | 0.4531 | 2.9659 | 17898573 | 1544118 | 9.4416 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.4454 | 0.52 | 17591779 | 57840 | 0.3299 |
| Putnam US Large Cap Value Equity | 2025-12-31 | 0.414 | 3.0372 | 16354455 | 2505969 | 18.0956 |
| Vanguard High Dividend Yield ETF | 2026-01-31 | 0.4057 | 1.4151 | 16024176 | 65911 | 0.413 |
| Invesco NASDAQ 100 ETF | 2026-02-26 | 0.3827 | 1.6537 | 15115269 | 2660 | 0.0176 |
| Fidelity Select Technology | 2025-12-31 | 0.3671 | 3.9648 | 14498673 | 1070300 | 7.9704 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.3613 | 0.5146 | 14270975 | -320402 | -2.1958 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Maria Victoria Wong | 2026-02-24 | Sell | 2179 | 77.74 |
| Maria Victoria Wong | 2026-02-13 | Sell | 51 | 74.24 |
| Jeetendra I Patel | 2026-02-13 | Sell | 11248 | 76 |
| Charles Robbins | 2026-02-13 | Sell | 19545 | 76 |
| Ro Khanna | 2026-01-29 | Purchase | 78.43 | |
| Gilbert Ray Cisneros, Jr. | 2026-01-09 | Purchase | 73.88 | |
| Michael D Capellas | 2025-12-19 | Sell | 10850 | 77.13 |
| Kristina M Johnson | 2025-12-18 | Sell | 13481 | 77.13 |
| Michael D Capellas | 2025-12-18 | Sell | 16150 | 77.28 |
| Thimaya K Subaiya | 2025-12-12 | Sell | 1745 | 79.46 |
| Maria Victoria Wong | 2025-12-11 | Sell | 428 | 80.33 |
| Maria Victoria Wong | 2025-11-24 | Sell | 9801 | 76.38 |
| Thimaya K Subaiya | 2025-11-19 | Sell | 56038 | 78.33 |
| Charles Robbins | 2025-11-18 | Sell | 116734 | 77.3 |
| Charles Robbins | 2025-11-17 | Sell | 281860 | 78.35 |
| Oliver Tuszik | 2025-11-17 | Sell | 15 | 77.98 |
| Deborah L Stahlkopf | 2025-11-17 | Sell | 20 | 77.98 |
| Jeetendra I Patel | 2025-11-14 | Sell | 163896 | 77.86 |
| Oliver Tuszik | 2025-11-14 | Sell | 5425 | 76.56 |
| Deborah L Stahlkopf | 2025-11-14 | Sell | 164584 | 77.85 |