Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 8.0566 | 0.2164 | 404522308 | 13692624 | 3.5035 |
| BlackRock Inc | 2025-09-30 | 7.9228 | 0.2336 | 397805160 | 7337549 | 1.8792 |
| State Street Corp | 2025-09-30 | 4.0395 | 0.236 | 202822384 | -795245 | -0.3906 |
| Capital World Investors | 2025-12-31 | 2.0725 | 0.5222 | 104060268 | 17557147 | 20.2965 |
| Geode Capital Management, LLC | 2025-12-31 | 2.0301 | 0.2311 | 101931512 | 3124798 | 3.1625 |
| SoftBank Group Corp | 2025-12-31 | 1.7319 | 20.7441 | 86956522 | 0 | 0 |
| PRIMECAP Management Company | 2025-12-31 | 1.5163 | 2.1265 | 76132268 | -3273242 | -4.1222 |
| NORGES BANK | 2025-12-31 | 1.2053 | 0.2389 | 60519214 | -9988735 | -14.1668 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.0793 | 0.1101 | 54193179 | -9193365 | -14.5037 |
| JPMorgan Chase & Co | 2025-09-30 | 1.0548 | 0.0532 | 52960760 | 12828370 | 31.9651 |
| Van Eck Associates Corporation | 2025-12-31 | 0.9572 | 1.4657 | 48059019 | -7462722 | -13.4411 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.9511 | 0.3479 | 47755568 | -16292036 | -25.4374 |
| Amvescap Plc. | 2025-09-30 | 0.9492 | 0.2519 | 47658924 | 312485 | 0.66 |
| Northern Trust Corp | 2025-09-30 | 0.8844 | 0.1906 | 44405432 | -600401 | -1.3341 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 0.8798 | 0.1586 | 44174457 | 13406275 | 43.5719 |
| Barclays PLC | 2025-09-30 | 0.6998 | 0.2556 | 35137956 | -3676593 | -9.4722 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.6936 | 0.1997 | 34823513 | -409815 | -1.1631 |
| Legal & General Group PLC | 2025-12-31 | 0.6774 | 0.2783 | 34012894 | 423481 | 1.2608 |
| Amundi | 2025-12-31 | 0.6756 | 0.3402 | 33923256 | -5761279 | -14.5177 |
| UBS Group AG | 2025-09-30 | 0.6123 | 0.1616 | 30745779 | -12185517 | -28.3838 |
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 | 2.554 | 0.279 | 128234703 | 554370 | 0.4342 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.2969 | 0.3472 | 115326400 | 1096908 | 0.9603 |
| Invesco QQQ Trust | 2026-03-31 | 2.0957 | 1.2451 | 105224739 | 40780 | 0.0388 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.202 | 0.3699 | 60354541 | -32856 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.1365 | 0.3474 | 57061979 | 94063 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.0844 | 0.3696 | 54448287 | -133819 | -0.2452 |
| Vanguard PRIMECAP Inv | 2025-12-31 | 0.9374 | 2.2836 | 47064718 | -2322800 | -4.7032 |
| VanEck Semiconductor ETF | 2026-03-31 | 0.8006 | 4.2801 | 40196804 | -773383 | -1.8877 |
| Vanguard Value Index Inv | 2026-02-28 | 0.7522 | 0.7193 | 37768099 | 458843 | 1.2298 |
| State Street®TechSelSectSPDR®ETF | 2026-03-31 | 0.7016 | 1.8439 | 35228444 | 93609 | 0.2664 |
| American Funds American Balanced A | 2025-12-31 | 0.6651 | 0.4569 | 33396928 | 0 | 0 |
| Vanguard Information Technology ETF | 2026-02-28 | 0.6021 | 1.0868 | 30232780 | -3554 | -0.0118 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5059 | 0.3469 | 25398947 | -193861 | -0.7575 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.4992 | 0.3661 | 25064110 | 1162300 | 4.8628 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.401 | 0.3468 | 20135473 | 119361 | 0.5963 |
| Capital Group Growth Fnd of Amer Comp | 2025-12-31 | 0.3992 | 0.2202 | 20044434 | 7792171 | 63.5978 |
| American Funds Growth Fund of Amer A | 2025-12-31 | 0.3992 | 0.2202 | 20044434 | 7792171 | 63.5978 |
| Invesco NASDAQ 100 ETF | 2026-03-31 | 0.3869 | 1.2433 | 19425267 | 83204 | 0.4302 |
| iShares Semiconductor ETF | 2026-03-31 | 0.3769 | 4.1287 | 18926274 | -338514 | -1.7572 |
| Capital Group World Growth & Inc Cmp | 2025-12-31 | 0.3714 | 0.4833 | 18647172 | 7994899 | 75.0535 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-23 | Purchase | 44.01 | |
| Ro Khanna | 2026-02-17 | Sell | 46.18 | |
| Ro Khanna | 2026-02-06 | Sell | 50.59 | |
| Boise April Miller | 2026-02-02 | Sell | 20000 | 49.05 |
| David Zinsner | 2026-01-26 | Purchase | 5882 | 42.5 |