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 | 2025-12-31 | 2.5222 | 0.4724 | 99624866 | -1393438 | -1.3794 |
| 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 |
| HSBC Holdings PLC | 2025-12-31 | 1.0077 | 0.8245 | 39804410 | 20237627 | 103.4285 |
| 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 | 2025-12-31 | 0.8811 | 0.3288 | 34802291 | 2368084 | 7.3012 |
| Ameriprise Financial Inc | 2025-09-30 | 0.8166 | 0.5069 | 32256632 | -1499979 | -4.4435 |
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 | 2.8478 | 0.4264 | 112485367 | 424913 | 0.3792 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.5661 | 0.5316 | 101357153 | 963838 | 0.9601 |
| Invesco QQQ Trust | 2026-03-31 | 2.1066 | 1.7312 | 83208538 | 32245 | 0.0388 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2858 | 0.5472 | 50788313 | -27648 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.2697 | 0.532 | 50150670 | 82670 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1604 | 0.547 | 45834827 | -112602 | -0.2451 |
| Vanguard Value Index Inv | 2026-02-28 | 0.8385 | 1.0988 | 33117982 | 395800 | 1.2096 |
| State Street®TechSelSectSPDR®ETF | 2026-03-31 | 0.7505 | 2.7281 | 29644677 | 78766 | 0.2664 |
| Vanguard Information Technology ETF | 2026-02-28 | 0.6574 | 1.626 | 25964755 | -4154 | -0.016 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5652 | 0.5312 | 22323034 | -170192 | -0.7566 |
| Vanguard Dividend Appreciation ETF | 2026-02-28 | 0.5503 | 1.3869 | 21734291 | 88346 | 0.4081 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.534 | 0.5416 | 21091458 | 84600 | 0.4027 |
| Putnam Large Cap Value A | 2026-02-28 | 0.4686 | 2.9887 | 18509167 | 610594 | 3.4114 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.448 | 0.531 | 17696658 | 104879 | 0.5962 |
| Putnam US Large Cap Value Equity | 2025-12-31 | 0.414 | 3.0372 | 16354455 | 2505969 | 18.0956 |
| Vanguard High Dividend Yield ETF | 2026-02-28 | 0.4101 | 1.3889 | 16199535 | 175359 | 1.0943 |
| Equity Index Fund A | 2025-12-31 | 0.3952 | 0.5187 | 15611836 | -278208 | -1.7508 |
| Equity Index Fund E | 2025-12-31 | 0.3952 | 0.5187 | 15611836 | -278208 | -1.7508 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3952 | 0.5187 | 15611836 | 15611836 | 0 |
| Invesco NASDAQ 100 ETF | 2026-03-31 | 0.3889 | 1.7287 | 15361008 | 65844 | 0.4305 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-30 | Purchase | 77.04 | |
| 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 | |
| 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 |
| 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 |
| Maria Victoria Wong | 2025-12-11 | Sell | 428 | 80.33 |
| Maria Victoria Wong | 2025-11-24 | Sell | 9801 | 76.38 |