Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 9.2594 0.4949 365059875 -13276196 -3.5091
Vanguard Capital Management, LLC 2026-03-31 6.1833 0.4679 243780205 243780205 0
State Street Corp 2026-03-31 4.9103 0.5186 193593697 -1927464 -0.9858
Amvescap Plc. 2026-03-31 3.5429 1.0584 139681748 -8921270 -6.0034
Vanguard Portfolio Management, LLC 2026-03-31 2.9891 0.4777 117849671 117849671 0
Geode Capital Management, LLC 2026-03-31 2.5906 0.4921 102134942 2510076 2.5195
Morgan Stanley - Brokerage Accounts 2026-03-31 1.9716 0.3634 77731032 2404774 3.1925
FMR Inc 2026-03-31 1.7092 0.2754 67385563 1939909 2.9642
Capital Research Global Investors 2026-06-30 1.7038 1.1007 67174294 3225190 5.0434
Franklin Templeton Inc 2026-03-31 1.4765 1.1062 58212333 7891428 15.6822
NORGES BANK 2026-06-30 1.3909 0.642 54835694 -3236116 -5.5726
Bank of America Corp 2026-03-31 1.3151 0.2941 51849500 -298549 -0.5725
Northern Trust Corp 2026-03-31 1.2013 0.4857 47361518 68952 0.1458
Bank of New York Mellon Corp 2026-03-31 1.148 0.6457 45261938 -208462 -0.4585
T. Rowe Price Associates, Inc. 2026-03-31 1.1173 0.3952 44049010 14759859 50.3936
UBS Asset Mgmt Americas Inc 2026-03-31 1.0731 0.6825 42307035 6449617 17.9868
Wells Fargo & Co 2026-03-31 0.9761 0.5631 38484775 -28965 -0.0752
The Goldman Sachs Group Inc 2026-03-31 0.9091 0.3193 35840360 1038069 2.9828
JPMorgan Chase & Co 2026-03-31 0.9077 0.1771 35785807 5452945 17.977
Ameriprise Financial Inc 2026-03-31 0.8731 0.6186 34424101 1504768 4.5711

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard MStar Total Stk Mkt Idx Invest 2026-07-31 2.865 0.5702 112953374 320673 0.2847
Vanguard 500 Index Investor 2026-07-31 2.63 0.7113 103691608 1088514 1.0609
Invesco QQQ Trust 2026-08-31 2.1506 1.9141 84788341 435050 0.5157
iShares Core S&P 500 ETF 2026-08-31 1.3341 0.6585 52598680 -82656 -0.1569
Fidelity 500 Index 2026-07-31 1.2955 0.7111 51076248 405818 0.8009
State Street® SPDR® S&P 500® ETF 2026-08-31 1.228 0.6592 48413598 11435 0.0236
Vanguard MStar Value Index Investor 2026-07-31 0.857 1.5254 33789103 61220 0.1815
State Street®TechSelSectSPDR®ETF 2026-08-31 0.7982 2.8622 31470610 -14502 -0.0461
American Funds American Mutual A 2026-06-30 0.6771 2.6562 26695702 1900522 7.6649
Capital Group American Mutual Comp 2026-06-30 0.6771 2.6562 26695702 1900522 7.6649
Vanguard Information Technology ETF 2026-07-31 0.6716 1.9138 26480159 107615 0.4081
Vanguard Dividend Appreciation ETF 2026-07-31 0.5668 1.9757 22348281 33412 0.1497
Vanguard Institutional Index I 2026-07-31 0.5407 0.7107 21318449 -107054 -0.4997
State St S&P 500® Idx SL Cl I 2026-08-31 0.5285 0.6548 20837860 -112159 -0.5354
Invesco NASDAQ 100 ETF 2026-08-31 0.4589 1.9131 18093014 8704 0.0481
Vanguard Institutional 500 Index Trust 2026-07-31 0.4548 0.7116 17929356 80847 0.453
Fidelity Select Technology 2026-07-31 0.4229 5.4614 16671473 665500 4.1578
Capital Group Investment Co of Amer Comp 2026-06-30 0.4044 1.0169 15945330 0 0
American Funds Invmt Co of Amer A 2026-06-30 0.4044 1.0169 15945330 0 0
Vanguard High Dividend Yield ETF 2026-07-31 0.4036 1.8588 15910434 138669 0.8792

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ro Khanna 2026-03-30 Purchase 77.04
Maria Elvira Salazar 2026-03-19 Purchase 78.51
Maria Elvira Salazar 2026-03-19 Purchase 78.51
Oliver Tuszik 2026-03-18 Sell 3132 79.74
Deborah L Stahlkopf 2026-03-17 Sell 7981 79.5
Thimaya K Subaiya 2026-03-12 Sell 1744 77.07
Maria Victoria Wong 2026-03-11 Sell 551 77.54
Ro Khanna 2026-03-10 Sell 77.7
Maria Victoria Wong 2026-02-24 Sell 2179 77.74
Ro Khanna 2026-02-24 Sell 78.14
Charles Robbins 2026-02-13 Sell 19545 76
Maria Victoria Wong 2026-02-13 Sell 51 74.24
Jeetendra I Patel 2026-02-13 Sell 11248 76
Julia Letlow 2026-02-02 Purchase 80.64
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

Major Indices