Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.0425 | 0.6613 | 79897854 | 466514 | 0.5873 |
| BlackRock Inc | 2026-03-31 | 7.5841 | 0.585 | 67011988 | -1292212 | -1.8918 |
| Mastercard Foundation Asset Management Corp | 2026-03-31 | 7.383 | 96.844 | 65234702 | -4886928 | -6.9692 |
| State Street Corp | 2026-03-31 | 4.1284 | 0.6293 | 36478022 | -133454 | -0.3645 |
| JPMorgan Chase & Co | 2026-03-31 | 3.6959 | 1.036 | 32656501 | 1442277 | 4.6206 |
| FMR Inc | 2026-03-31 | 2.7461 | 0.6386 | 24263911 | -913744 | -3.6292 |
| Geode Capital Management, LLC | 2026-03-31 | 2.3848 | 0.6531 | 21071444 | 384839 | 1.8603 |
| T. Rowe Price Associates, Inc. | 2026-03-31 | 2.1022 | 1.073 | 18574710 | -466785 | -2.4514 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.716 | 0.4565 | 15162577 | -883973 | -5.5088 |
| Capital Research Global Investors | 2026-03-31 | 1.5714 | 1.0763 | 13884582 | 3092606 | 28.6565 |
| Wellington Management Company LLP | 2026-03-31 | 1.4715 | 1.2132 | 13001582 | -495176 | -3.6689 |
| NORGES BANK | 2025-12-31 | 1.3294 | 0.7174 | 11746265 | -221769 | -1.853 |
| Capital Research & Mgmt Co - Division 3 | 2026-03-31 | 1.2088 | 1.2511 | 10680967 | -7283691 | -40.5446 |
| Northern Trust Corp | 2026-03-31 | 0.9834 | 0.5738 | 8688907 | -55754 | -0.6376 |
| Nuveen, LLC | 2026-03-31 | 0.9317 | 1.114 | 8232789 | 829789 | 11.2088 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.8665 | 0.4393 | 7656360 | 1766300 | 29.9878 |
| Bank of New York Mellon Corp | 2026-03-31 | 0.8395 | 0.6814 | 7417442 | -362380 | -4.6579 |
| UBS Asset Mgmt Americas Inc | 2026-03-31 | 0.8029 | 0.737 | 7094726 | 480086 | 7.2579 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 0.6794 | 0.4583 | 6003161 | 124320 | 2.1147 |
| Legal & General Group PLC | 2026-03-31 | 0.6659 | 0.68 | 5884139 | 138467 | 2.4099 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 2.8731 | 0.5772 | 25386306 | 79934 | 0.3159 |
| Vanguard 500 Index Investor | 2026-04-30 | 2.3899 | 0.6621 | 21117125 | 379307 | 1.8291 |
| iShares Core S&P 500 ETF | 2026-04-30 | 1.1922 | 0.6624 | 10533885 | 30875 | 0.294 |
| Fidelity 500 Index | 2026-03-31 | 1.1771 | 0.7269 | 10400496 | -34488 | -0.3305 |
| State Street® SPDR® S&P 500® ETF | 2026-04-30 | 1.1018 | 0.6633 | 9735373 | 31758 | 0.3273 |
| Vanguard Growth Index Investor | 2026-04-30 | 0.9634 | 1.1724 | 8512807 | 44166 | 0.5215 |
| State Street®FinSelSectSPDR®ETF | 2026-04-30 | 0.6447 | 5.498 | 5696877 | 69498 | 1.235 |
| Capital Group Growth Fnd of Amer Comp | 2026-03-31 | 0.5828 | 0.8397 | 5149085 | -563232 | -9.86 |
| American Funds Growth Fund of Amer A | 2026-03-31 | 0.5828 | 0.8397 | 5149085 | -563232 | -9.86 |
| JPMorgan Large Cap Growth I | 2026-03-31 | 0.5474 | 2.2479 | 4836443 | 0 | 0 |
| Vanguard Dividend Appreciation ETF | 2026-04-30 | 0.5175 | 1.8363 | 4572642 | 12729 | 0.2792 |
| Vanguard Institutional Index I | 2026-04-30 | 0.5102 | 0.6612 | 4508159 | -80188 | -1.7476 |
| State St S&P 500® Idx SL Cl I | 2026-04-30 | 0.4969 | 0.6594 | 4390250 | 42896 | 0.9867 |
| Capital Group Wash Mutual Invtrs Comp | 2026-03-31 | 0.4337 | 0.9603 | 3832176 | 495394 | 14.8465 |
| American Funds Washington Mutual A | 2026-03-31 | 0.4337 | 0.9603 | 3832176 | 495394 | 14.8465 |
| Vanguard Institutional 500 Index Trust | 2026-04-30 | 0.416 | 0.6618 | 3675328 | -3037 | -0.0826 |
| Capital Group AMCAP Composite | 2026-03-31 | 0.3897 | 1.9661 | 3443452 | -460463 | -11.7949 |
| American Funds AMCAP A | 2026-03-31 | 0.3897 | 1.9661 | 3443452 | -460463 | -11.7949 |
| Equity Index Fund A | 2025-12-31 | 0.3681 | 0.8008 | 3252035 | -60367 | -1.8225 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3681 | 0.8008 | 3252035 | 3252035 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-30 | Sell | 492.79 | |
| Shelley Moore Capito | 2026-03-28 | Purchase | 483.92 | |
| Ro Khanna | 2026-03-20 | Sell | 496.91 | |
| Ro Khanna | 2026-03-10 | Purchase | 514.41 | |
| Ro Khanna | 2026-02-24 | Purchase | 498.14 | |
| Sheldon Whitehouse | 2026-02-23 | Sell | 495.06 | |
| Ro Khanna | 2026-02-17 | Purchase | 521.51 | |
| Ro Khanna | 2026-02-06 | Sell | 549.07 | |
| Ro Khanna | 2026-02-05 | Purchase | 551.99 | |
| Ro Khanna | 2026-01-29 | Sell | 543.66 | |
| Ro Khanna | 2026-01-13 | Sell | 545.38 | |
| Markwayne Mullin | 2025-12-29 | Purchase | 577.89 | |
| Gilbert Ray Cisneros, Jr. | 2025-11-18 | Purchase | 527.63 | |
| Michael T. McCaul | 2025-10-27 | Sell | 571.51 | |
| Gilbert Ray Cisneros, Jr. | 2025-10-17 | Purchase | 561.42 | |
| Val T. Hoyle | 2025-09-23 | Sell | 569.51 | |
| J. Mehra Sachin | 2025-09-02 | Sell | 17263 | 591 |
| Michael T. McCaul | 2025-08-21 | Sell | 591.42 | |
| J. Mehra Sachin | 2025-08-19 | Sell | 17816 | 586.89 |
| Michael T. McCaul | 2025-08-15 | Purchase | 582.06 |