Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 6.7931 0.1803 18315823 -593426 -3.1383
Vanguard Capital Management, LLC 2026-03-31 6.1289 0.2303 16525075 16525075 0
Capital World Investors 2026-06-30 4.2659 0.8619 11501949 -770945 -6.2817
State Street Corp 2026-03-31 3.9356 0.207 10611381 125432 1.1962
JPMorgan Chase & Co 2026-03-31 3.5199 0.3386 9490443 -121704 -1.2661
T. Rowe Price Associates, Inc. 2026-03-31 2.9243 0.5135 7884662 191785 2.493
FMR Inc 2026-03-31 2.4218 0.1938 6529794 489607 8.1058
Capital Research & Mgmt Co - Division 3 2026-06-30 2.3774 0.8407 6410022 4706513 276.2834
Geode Capital Management, LLC 2026-03-31 2.1088 0.1983 5685963 85411 1.525
Morgan Stanley - Brokerage Accounts 2026-03-31 1.5761 0.1442 4249565 -1489 -0.035
Vanguard Portfolio Management, LLC 2026-03-31 1.3908 0.1104 3749988 3749988 0
Gates Bill & Melinda Foundation 2026-06-30 1.3194 6.555 3557378 0 0
NORGES BANK 2026-06-30 1.2634 0.2154 3406402 -278614 -7.5607
Fisher Asset Management, LLC 2026-06-30 1.1792 0.6005 3179375 151211 4.9935
Wellington Management Company LLP 2026-06-30 1.1455 0.3377 3088628 1412694 84.2929
State Farm Mutual Automobile Ins Co 2026-06-30 1.0397 1.2168 2803405 0 0
Bank of America Corp 2026-03-31 1.032 0.1146 2782402 7918 0.2854
Northern Trust Corp 2026-03-31 1.0046 0.2017 2708753 -48840 -1.7711
Dimensional Fund Advisors, Inc. 2026-06-30 0.7298 0.2262 1967598 21778 1.1192
The Goldman Sachs Group Inc 2026-03-31 0.7039 0.1227 1897772 184056 10.7402

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 3.0285 0.2106 8165709 23187 0.2848
Vanguard 500 Index Investor 2026-07-31 2.4455 0.2311 6593754 69278 1.0618
Capital Group Wash Mutual Invtrs Comp 2026-06-30 1.5414 1.2037 4155943 372300 9.8397
American Funds Washington Mutual A 2026-06-30 1.5414 1.2037 4155943 372300 9.8397
iShares Core S&P 500 ETF 2026-08-31 1.2406 0.2482 3345084 -5256 -0.1569
Fidelity 500 Index 2026-07-31 1.2047 0.2311 3248272 25808 0.8009
State Street® SPDR® S&P 500® ETF 2026-08-31 1.1417 0.2484 3078336 725 0.0236
American Funds American Balanced A 2026-06-30 1.0295 0.6112 2775915 -332178 -10.6875
Fidelity Contrafund 2026-07-31 0.9892 0.9154 2667032 189287 7.6395
Vanguard MStar Value Index Investor 2026-07-31 0.906 0.5635 2442888 4613 0.1892
Capital Group New Perspective Comp 2026-06-30 0.8233 0.8272 2219941 655879 41.9343
American Funds New Perspective A 2026-06-30 0.8233 0.8272 2219941 655879 41.9343
Capital Group World Growth & Inc Cmp 2026-06-30 0.7574 0.8212 2042064 0 0
American Funds Cptl Wld Gr&Inc A 2026-06-30 0.7574 0.8212 2042064 0 0
T. Rowe Price U.S. Value Equity Tr-D 2026-06-30 0.6938 2.573 1870753 -109396 -5.5246
State Street® IndstrlSelSectSPDR®ETF 2026-08-31 0.5408 2.9895 1458147 -6000 -0.4098
Capital Group Growth Fnd of Amer Comp 2026-06-30 0.5272 0.2527 1421406 1231436 648.2266
American Funds Growth Fd of Amer A 2026-06-30 0.5272 0.2527 1421406 1231436 648.2266
JPMorgan Large Cap Growth I 2026-07-31 0.5115 0.7453 1379100 0 0
T. Rowe Price US Value Equity Composite 2026-06-30 0.5111 2.5717 1378062 -96760 -6.5608

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ro Khanna 2026-02-17 Sell 599.9
Ro Khanna 2026-01-29 Purchase 529.91
Ro Khanna 2026-01-23 Purchase 514.92
Cory J Reed 2026-01-14 Sell 12000 510
John C May II 2026-01-08 Sell 41472 501.49
Markwayne Mullin 2025-12-29 Purchase 469.88
Julie Johnson 2025-12-18 Sell 475.1
John C May II 2025-11-25 Sell 11106 500.08

Major Indices