Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2024-12-31 9.202 5.0222 684071705 10431988 1.5486
BlackRock Inc 2024-12-31 7.7513 4.9146 576226642 14744532 2.626
State Street Corp 2024-12-31 3.9697 4.9076 295109622 5608272 1.9372
FMR Inc 2024-12-31 2.6569 4.9684 197512226 -14118025 -6.6711
Geode Capital Management, LLC 2024-12-31 2.2616 5.4798 168128024 3103212 1.8805
T. Rowe Price Associates, Inc. 2024-12-31 1.818 6.5671 135151848 -508264 -0.3747
JPMorgan Chase & Co 2024-12-31 1.8152 4.2353 134943661 -140345948 -50.9812
Morgan Stanley - Brokerage Accounts 2024-12-31 1.6882 3.7058 125501255 1457348 1.1749
NORGES BANK 2024-12-31 1.4152 5.8189 105202984 8131702 8.377
Northern Trust Corp 2024-12-31 1.1271 5.0006 83787746 11600470 16.07
Capital Research & Mgmt Co - Division 3 2024-12-31 1.0335 6.0842 76831468 48860 0.0636
Capital Research Global Investors 2024-12-31 1.0113 6.5153 75180804 -1244639 -1.6286
Capital World Investors 2024-12-31 0.9191 4.3723 68326984 -623273 -0.9039
Bank of America Corp 2024-12-31 0.9157 2.4071 68075900 -4486074 -6.1824
Bank of New York Mellon Corp 2024-12-31 0.836 4.838 62146336 338114 0.547
UBS Asset Mgmt Americas Inc 2024-12-31 0.8066 5.894 59961337 5370546 9.8378
Wellington Management Company LLP 2024-12-31 0.7128 4.0895 52992124 -1055046 -1.9521
Legal & General Group PLC 2024-12-31 0.6894 5.7157 51250135 371015 0.7292
Nuveen Asset Management, LLC 2024-12-31 0.6784 6.0032 50430424 -770897 -1.5056
Charles Schwab Investment Management Inc 2024-12-31 0.6598 3.8116 49052704 1823579 3.8611

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2025-02-28 3.1545 5.1499 234508403 797015 0.341
Vanguard Institutional 500 Index Trust 2025-02-28 2.7737 5.8516 206195199 1398405 0.6828
Fidelity 500 Index 2025-01-31 1.247 6.0237 92702611 409052 0.4432
SPDR® S&P 500® ETF Trust 2025-02-28 1.2364 5.8428 91911642 -664920 -0.7182
iShares Core S&P 500 ETF 2025-02-28 1.1747 5.8362 87330525 -4388 -0.005
Vanguard Growth Index Investor 2025-02-28 1.0128 10.5727 75288105 56643 0.0753
Invesco QQQ Trust 2025-02-28 0.8408 7.6695 62503247 -4907 -0.0079
Vanguard Institutional Index I 2025-02-28 0.6201 5.8457 46097100 -545087 -1.1687
State St S&P 500® Indx SL Cl III 2025-02-28 0.4837 5.8067 35956502 26800 0.0746
Capital Group Growth Fnd of Amer Comp 2024-12-31 0.4734 4.9839 35195458 -4602154 -11.5639
American Funds Growth Fund of Amer A 2024-12-31 0.4734 4.9839 35195458 -4602154 -11.5639
Vanguard Information Technology ETF 2025-02-28 0.4357 13.1871 32387173 88636 0.2744
Blackrock Eq Idx Fund CF 2024-12-31 0.3756 6.2653 27925292 -207853 -0.7388
iShares Russell 1000 Growth ETF 2025-02-28 0.3554 10.2028 26419797 -20280 -0.0767
Capital Group Investment Co of Amer Comp 2024-12-31 0.3378 6.8981 25114871 0 0
American Funds Invmt Co of Amer A 2024-12-31 0.3378 6.8981 25114871 0 0
American Funds Washington Mutual A 2024-12-31 0.334 5.5248 24826990 0 0
Capital Group Wash Mutual Invtrs Comp 2024-12-31 0.334 5.5248 24826990 0 0
Russell 1000 Index Fund 2025-02-28 0.3124 5.3842 23223325 352117 1.5396
Blackrock Russ 1000 Eq Idx Composite 2024-12-31 0.31 5.8114 23042105 -58076 -0.2514

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Gilbert Ray Cisneros, Jr. 2025-02-26 Purchase 0 399.73
Robert Bresnahan, Jr. 2025-02-25 Sell 0 397.9
Jefferson Shreve 2025-02-24 Sell 0 404
Josh Gottheimer 2025-02-24 Sell 0 404
Josh Gottheimer 2025-02-21 Sell 0 408.25
John Boozman 2025-02-14 Purchase 0 408.43
Josh Gottheimer 2025-02-14 Sell 0 408.43
Josh Gottheimer 2025-02-14 Sell 0 408.43
Josh Gottheimer 2025-02-14 Sell 0 408.43
Josh Gottheimer 2025-02-14 Purchase 0 408.43
Josh Gottheimer 2025-02-14 Purchase 0 408.43
Markwayne Mullin 2025-02-13 Purchase 0 410.54
Marjorie Taylor Greene 2025-02-12 Purchase 0 409.04
Robert Bresnahan, Jr. 2025-02-10 Sell 0 412.22
John Boozman 2025-02-05 Purchase 0 413.29
William R. Keating 2025-02-05 Purchase 0 413.29
Shelley Moore Capito 2025-02-04 Sell 0 412.37
Thomas H. Kean, Jr. 2025-01-31 Purchase 0 415.06
Josh Gottheimer 2025-01-31 Sell 0 415.06
Robert Bresnahan, Jr. 2025-01-30 Sell 0 414.99

Major Indices