Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 10.2972 0.3881 254322763 2185853 0.8669
BlackRock Inc 2026-03-31 9.1436 0.4746 225830330 6734865 3.0739
Vanguard Capital Management, LLC 2026-03-31 6.5182 0.479 160987624 160987624 0
State Street Corp 2026-03-31 4.8313 0.499 119325673 -714495 -0.5952
Wellington Management Company LLP 2026-03-31 3.4138 1.8941 84314971 -2120487 -2.4533
Vanguard Portfolio Management, LLC 2026-03-31 2.7251 0.423 67304305 67304305 0
Geode Capital Management, LLC 2026-03-31 2.4114 0.4442 59558154 -489830 -0.8157
JPMorgan Chase & Co 2026-03-31 2.1448 0.4018 52972983 23773005 81.4145
Charles Schwab Investment Management Inc 2026-03-31 2.0149 0.9148 49765225 1201421 2.4739
Morgan Stanley - Brokerage Accounts 2026-03-31 1.9286 0.3452 47632487 2686466 5.9771
FMR Inc 2026-03-31 1.8024 0.2821 44516010 3679444 9.0102
NORGES BANK 2025-12-31 1.5378 0.4277 37981502 1870213 5.179
Bank of America Corp 2026-03-31 1.246 0.2706 30774221 2919780 10.4823
Northern Trust Corp 2026-03-31 1.0968 0.4307 27090023 -144619 -0.531
Fisher Asset Management, LLC 2026-03-31 1.0704 1.0784 26436284 1562957 6.2837
T. Rowe Price Associates, Inc. 2026-03-31 0.933 0.3205 23042842 4289452 22.8729
Amvescap Plc. 2026-03-31 0.8849 0.4024 21855101 1308916 6.3706
UBS Asset Mgmt Americas Inc 2026-03-31 0.8266 0.5106 20414819 981416 5.0501
The Goldman Sachs Group Inc 2026-03-31 0.8152 0.2781 20133379 784661 4.0554
Legal & General Group PLC 2026-03-31 0.7911 0.5436 19538545 -238297 -1.2049

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 3.1897 0.3889 78780818 238439 0.3036
Vanguard 500 Index Investor 2026-04-30 2.6057 0.438 64357146 1155452 1.8282
iShares Core S&P 500 ETF 2026-05-29 1.324 0.4527 32700934 99981 0.3067
Fidelity 500 Index 2026-04-30 1.2878 0.4386 31806766 109428 0.3452
Schwab US Dividend Equity ETFâ„¢ 2026-05-30 1.2495 3.8572 30860833 60078 0.1951
State Street® SPDR® S&P 500® ETF 2026-05-31 1.2115 0.453 29922427 31746 0.1062
Vanguard Value Index Inv 2026-04-30 0.9279 1.0472 22916687 66804 0.2924
Vanguard Health Care Inv 2026-03-31 0.7203 5.8254 17789747 -322078 -1.7783
State Street®HlthCrSelSectSPDR®ETF 2026-05-31 0.6992 5.4451 17270241 -285603 -1.6268
Vanguard Dividend Appreciation ETF 2026-04-30 0.5642 1.2149 13935938 38800 0.2792
Vanguard Institutional Index I 2026-04-30 0.5563 0.4375 13739476 -244359 -1.7474
State St S&P 500® Idx SL Cl I 2026-05-31 0.539 0.4514 13313426 -66600 -0.4978
Vanguard Equity-Income Inv 2026-03-31 0.5323 2.5296 13145851 -2806413 -17.5926
Vanguard Wellington Inv 2026-03-31 0.4734 1.2342 11692067 259735 2.2719
Vanguard Institutional 500 Index Trust 2026-04-30 0.4535 0.4378 11201219 -9164 -0.0817
JPMorgan Large Cap Growth I 2026-04-30 0.4409 1.0099 10888344 0 0
Equity Index Fund A 2025-12-31 0.3987 0.4471 9846247 -176456 -1.7606
Equity Index Fund E 2025-12-31 0.3987 0.4471 9846247 -176456 -1.7606
Equity Index Non-Lendable Fund B 2025-12-31 0.3987 0.4471 9846247 9846247 0
Vanguard High Dividend Yield ETF 2026-04-30 0.3966 1.1262 9794095 63750 0.6552

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ro Khanna 2026-03-10 Purchase 117.14
Chirfi Guindo 2026-02-09 Sell 10000 118.41
Jennifer Zachary 2026-02-09 Sell 121573 119.15
David Michael Williams 2026-02-06 Sell 5000 121.91
Johannes Jacobus Oosthuizen 2026-02-06 Sell 15000 121.87
Richard R Deluca 2026-02-06 Sell 37685 120.92
Chirfi Guindo 2026-02-05 Sell 20000 121.88
Dean Y Li 2026-02-04 Sell 15087 118.77
Josh Gottheimer 2026-02-04 Purchase 118.35
Robert M Davis 2026-02-04 Sell 47434 118.04
Dalton E Smart III 2026-02-04 Sell 6400 119.67
Caroline Litchfield 2026-02-04 Sell 41997 119.61
Michael T. McCaul 2026-01-13 Sell 108.2
Gilbert Ray Cisneros, Jr. 2025-12-19 Purchase 100.92
Julie Johnson 2025-12-18 Sell 100.76
Gilbert Ray Cisneros, Jr. 2025-11-18 Purchase 96.61
Julie Johnson 2025-11-13 Sell 92.99
David Michael Williams 2025-11-03 Sell 8614 83.59

Major Indices