Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 6.6278 1.6878 168843283 -2661807 -1.552
Vanguard Capital Management, LLC 2026-03-31 5.5795 2.0115 142138157 142138157 0
FMR Inc 2026-03-31 4.5776 3.5144 116614753 -5726859 -4.681
State Street Corp 2026-03-31 3.4749 1.7487 88523840 -2317505 -2.5512
Geode Capital Management, LLC 2026-03-31 2.1262 1.921 54165192 1358480 2.5726
JPMorgan Chase & Co 2026-03-31 1.9698 1.7286 50180811 6325302 14.4231
Capital World Investors 2026-06-30 1.6046 2.7203 40876883 -178539 -0.4349
Capital Research Global Investors 2026-06-30 1.5552 3.1132 39619778 8709803 28.178
Morgan Stanley - Brokerage Accounts 2026-03-31 1.4948 1.3126 38078962 525860 1.4003
Amvescap Plc. 2026-03-31 1.4926 2.1246 38025196 -4074994 -9.6793
Vanguard Portfolio Management, LLC 2026-03-31 1.486 1.1316 37856635 37856635 0
T. Rowe Price Associates, Inc. 2026-03-31 1.2948 2.1819 32985340 -2127191 -6.0582
NORGES BANK 2026-06-30 1.2847 1.8375 32726903 -832270 -2.48
Northern Trust Corp 2026-03-31 0.8628 1.6621 21979768 -153488 -0.6935
Bank of America Corp 2026-03-31 0.8258 0.8799 21038035 2673494 14.5579
The Goldman Sachs Group Inc 2026-03-31 0.7346 1.2293 18712930 3246054 20.9871
Capital Research & Mgmt Co - Division 3 2026-06-30 0.7306 2.1679 18612353 831554 4.6767
Charles Schwab Investment Management Inc 2026-03-31 0.6047 1.3467 15403780 -155420 -0.9989
Legal & General Group PLC 2026-03-31 0.561 1.8909 14290304 -44082 -0.3075
Bank of New York Mellon Corp 2026-03-31 0.5556 1.4888 14153836 -721001 -4.8471

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 2.745 1.6943 69927968 199056 0.2855
Vanguard 500 Index Investor 2026-07-31 2.2631 1.8982 57653662 604890 1.0603
iShares Core S&P 500 ETF 2026-08-31 1.1479 1.8964 29243886 -45972 -0.157
Fidelity 500 Index 2026-07-31 1.1147 1.8975 28397171 225624 0.8009
State Street® SPDR® S&P 500® ETF 2026-08-31 1.0568 1.8989 26922422 6355 0.0236
Capital Group Growth Fnd of Amer Comp 2026-06-30 0.9514 3.8257 24236650 2135088 9.6603
American Funds Growth Fd of Amer A 2026-06-30 0.9514 3.8257 24236650 2135088 9.6603
Invesco QQQ Trust 2026-08-31 0.9058 2.6984 23075045 118370 0.5156
Vanguard MStar Growth Index Investor 2026-07-31 0.8948 3.4055 22794935 -136787 -0.5965
Fidelity Contrafund 2026-07-31 0.8419 6.914 21446509 -789150 -3.549
Vanguard Institutional Index I 2026-07-31 0.4653 1.8965 11852689 -59236 -0.4973
Capital Group Investment Co of Amer Comp 2026-06-30 0.463 3.6071 11793935 3702824 45.7641
American Funds Invmt Co of Amer A 2026-06-30 0.463 3.6071 11793935 3702824 45.7641
State St S&P 500® Idx SL Cl I 2026-08-31 0.4548 1.8858 11585371 -62330 -0.5351
Vanguard Institutional 500 Index Trust 2026-07-31 0.3913 1.8989 9968284 44940 0.4529
American Funds New Perspective A 2026-06-30 0.3868 3.2604 9852969 62346 0.6368
Capital Group New Perspective Comp 2026-06-30 0.3868 3.2604 9852969 62346 0.6368
Equity Index Non-Lendable Fund B 2025-12-31 0.3391 2.4595 8638175 8638175 0
Equity Index Fund E 2025-12-31 0.3391 2.4595 8638175 -65088 -0.7479
Equity Index Fund A 2025-12-31 0.3391 2.4595 8638175 -65088 -0.7479

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Javier Olivan 2026-04-20 Sell 629 680.09
Javier Olivan 2026-04-20 Sell 926 680.09
Robert M Kimmitt 2026-04-15 Sell 580 667
Javier Olivan 2026-04-13 Sell 2778 629.45
Javier Olivan 2026-04-13 Sell 1887 629.55
Javier Olivan 2026-03-23 Sell 926 605.38
Javier Olivan 2026-03-23 Sell 629 605.38
Javier Olivan 2026-03-16 Sell 926 632.02
Javier Olivan 2026-03-16 Sell 629 632.02
Robert M Kimmitt 2026-03-16 Sell 580 632.02
Javier Olivan 2026-03-09 Sell 926 634.94
Javier Olivan 2026-03-09 Sell 629 634.94
Javier Olivan 2026-03-02 Sell 926 637.21
Javier Olivan 2026-03-02 Sell 629 637.21
Susan J Li 2026-02-27 Sell 56571 644.7
Susan J Li 2026-02-24 Sell 55702 633.61
Javier Olivan 2026-02-23 Sell 926 652.68
Javier Olivan 2026-02-23 Sell 629 652.68
Susan J Li 2026-02-20 Sell 18789 650
Michael T. McCaul 2026-02-20 Purchase 655.66

Major Indices