Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 2025-09-30 | 8.402 | 0.3109 | 22694452 | 11436171 | 101.5801 |
| Vanguard Group Inc | 2025-12-31 | 8.3608 | 0.1524 | 22583185 | 198332 | 0.886 |
| BlackRock Inc | 2025-09-30 | 6.8642 | 0.1484 | 18540596 | 392876 | 2.1649 |
| State Street Corp | 2025-09-30 | 3.8462 | 0.1653 | 10388900 | 2632 | 0.0253 |
| Capital World Investors | 2025-12-31 | 3.5512 | 0.6074 | 9592004 | 3358264 | 53.8724 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 2.7894 | 0.3686 | 7534293 | 598220 | 8.6248 |
| FMR Inc | 2025-12-31 | 2.2362 | 0.1434 | 6040187 | -665755 | -9.9278 |
| Geode Capital Management, LLC | 2025-12-31 | 2.0735 | 0.161 | 5600552 | 17269 | 0.3093 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.577 | 0.1179 | 4259702 | -116088 | -2.653 |
| NORGES BANK | 2025-12-31 | 1.3643 | 0.1835 | 3685016 | 581232 | 18.7266 |
| Gates Bill & Melinda Foundation | 2025-12-31 | 1.317 | 4.6838 | 3557378 | 0 | 0 |
| Harris Associates L.P. | 2025-12-31 | 1.1607 | 1.8447 | 3135045 | 978857 | 45.3976 |
| Bank of America Corp | 2025-09-30 | 1.0598 | 0.0888 | 2862529 | -126973 | -4.2473 |
| Fisher Asset Management, LLC | 2025-12-31 | 1.0563 | 0.4534 | 2853156 | 131138 | 4.8177 |
| State Farm Mutual Automobile Ins Co | 2025-12-31 | 1.0511 | 1.0381 | 2838973 | 0 | 0 |
| Northern Trust Corp | 2025-09-30 | 1.0393 | 0.1642 | 2807115 | -27636 | -0.9749 |
| Parnassus Investments LLC | 2025-12-31 | 0.9781 | 3.1899 | 2642017 | -451317 | -14.59 |
| Wellington Management Company LLP | 2025-12-31 | 0.9021 | 0.1988 | 2436723 | 597087 | 32.4568 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.7415 | 0.1956 | 2002728 | -43400 | -2.1211 |
| UBS Group AG | 2025-09-30 | 0.6965 | 0.1348 | 1881190 | -412356 | -17.979 |
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 | 3.0075 | 0.2441 | 8123380 | 38086 | 0.4711 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.3937 | 0.2687 | 6465426 | 61843 | 0.9658 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.1997 | 0.2535 | 3240530 | -1764 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.1845 | 0.269 | 3199454 | 5272 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.0832 | 0.2535 | 2925769 | -7203 | -0.2456 |
| Capital Group Wash Mutual Invtrs Comp | 2025-12-31 | 1.0343 | 0.6247 | 2793631 | 994403 | 55.2683 |
| American Funds Washington Mutual A | 2025-12-31 | 1.0343 | 0.6247 | 2793631 | 994403 | 55.2683 |
| Vanguard Value Index Inv | 2026-02-28 | 0.8857 | 0.6291 | 2392459 | 29281 | 1.2391 |
| T. Rowe Price U.S. Value Equity Tr-D | 2025-12-31 | 0.7684 | 2.4042 | 2075576 | 136905 | 7.0618 |
| Capital Group World Growth & Inc Cmp | 2025-12-31 | 0.756 | 0.6678 | 2042064 | 433085 | 26.9168 |
| American Funds Capital World Gr&Inc A | 2025-12-31 | 0.756 | 0.6678 | 2042064 | 433085 | 26.9168 |
| Parnassus Core Equity Investor | 2026-02-28 | 0.6863 | 4.7606 | 1853780 | -54559 | -2.859 |
| Fidelity Contrafund | 2026-02-28 | 0.6495 | 0.6511 | 1754344 | 78129 | 4.661 |
| T. Rowe Price US Value Equity Composite | 2025-12-31 | 0.5891 | 2.3982 | 1591165 | 20264 | 1.29 |
| T. Rowe Price Value | 2026-01-31 | 0.5869 | 2.5889 | 1585262 | -5903 | -0.371 |
| JPM US Equity Income-Composite | 2025-12-31 | 0.5821 | 1.7054 | 1572402 | -101728 | -6.0765 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5273 | 0.2686 | 1424176 | -10852 | -0.7562 |
| Capital Group New Perspective Comp | 2025-12-31 | 0.52 | 0.4019 | 1404552 | 1005107 | 251.6259 |
| American Funds New Perspective A | 2025-12-31 | 0.52 | 0.4019 | 1404552 | 1005107 | 251.6259 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-03-31 | 0.5186 | 2.8078 | 1400853 | -9696 | -0.6874 |
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 |