Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Barclays PLC 2025-09-30 11.0609 3.9494 821344978 260248 0.0317
Vanguard Group Inc 2025-12-31 9.6684 5.0337 717942580 15955898 2.273
BlackRock Inc 2025-09-30 7.9705 5.3666 591860058 10283002 1.7681
JPMorgan Chase & Co 2025-09-30 4.2773 4.9282 317615796 160556858 102.2271
State Street Corp 2025-09-30 4.0369 5.3839 299761678 565159 0.1889
FMR Inc 2025-12-31 2.7062 4.9551 200948745 -9538744 -4.5317
Geode Capital Management, LLC 2025-09-30 2.4336 5.951 180707258 1705507 0.9528
T. Rowe Price Associates, Inc. 2025-09-30 1.78 7.3242 132176105 -4693974 -3.4295
Morgan Stanley - Brokerage Accounts 2025-09-30 1.6193 3.7706 120240122 1142300 0.9591
NORGES BANK 2025-12-31 1.4108 5.4201 104761241 3248047 3.1996
Northern Trust Corp 2025-09-30 1.093 5.378 81165798 -365944 -0.4488
Capital Research & Mgmt Co - Division 3 2025-09-30 1.0692 6.6389 79397545 -113614 -0.1429
Capital Research Global Investors 2025-09-30 0.9785 7.0612 72659760 884053 1.2317
Bank of America Corp 2025-09-30 0.9654 2.5183 71688732 1505145 2.1446
Capital World Investors 2025-09-30 0.8988 4.7219 66738946 317753 0.4784
UBS Asset Mgmt Americas Inc 2025-09-30 0.8019 6.6968 59543261 49618571 499.9508
Bank of New York Mellon Corp 2025-09-30 0.7459 5.1464 55386930 -771534 -1.3739
The Goldman Sachs Group Inc 2025-09-30 0.7347 3.4572 54558265 7841111 16.7842
Legal & General Group PLC 2025-12-31 0.6881 5.4799 51092621 -864729 -1.6643
Charles Schwab Investment Management Inc 2025-12-31 0.6859 3.8274 50931576 156236 0.3077

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2026-01-31 3.1531 4.7951 234137135 656599 0.2812
Vanguard 500 Index Investor 2026-01-31 2.5499 5.3899 189345675 1180929 0.6276
iShares Core S&P 500 ETF 2026-02-25 1.2749 5.0078 94667308 17460637 22.6155
Fidelity 500 Index 2025-12-31 1.2658 6.1427 93992680 118742 0.1265
State Street® SPDR® S&P 500® ETF 2026-02-26 1.1817 5.051 87749175 -155916 -0.1774
Vanguard Growth Index Investor 2026-01-31 1.0508 9.5913 78024949 478108 0.6165
Invesco QQQ Trust 2026-02-26 0.7757 5.8034 57602108 -127687 -0.2212
Vanguard Institutional Index I 2026-01-31 0.5713 5.393 42423176 -101532 -0.2388
State St S&P 500® Indx SL Cl III 2026-01-31 0.533 5.3483 39575359 399920 1.0208
Vanguard Information Technology ETF 2026-01-31 0.4473 10.9383 33217883 138112 0.4175
Vanguard Institutional 500 Index Trust 2026-01-31 0.4468 5.388 33178916 93466 0.2825
American Funds Growth Fund of Amer A 2025-12-31 0.4306 4.603 31977079 -418650 -1.2923
Capital Group Growth Fnd of Amer Comp 2025-12-31 0.4306 4.603 31977079 -418650 -1.2923
Blackrock Eq Idx Fund CF 2025-12-31 0.363 6.1026 26955621 -433315 -1.5821
iShares Russell 1000 Growth ETF 2026-02-25 0.345 8.6641 25616564 366660 1.4521
American Funds Invmt Co of Amer A 2025-12-31 0.3392 6.9221 25184994 0 0
Capital Group Investment Co of Amer Comp 2025-12-31 0.3392 6.9221 25184994 0 0
Capital Group Wash Mutual Invtrs Comp 2025-12-31 0.3312 5.712 24592175 -288683 -1.1603
American Funds Washington Mutual A 2025-12-31 0.3312 5.712 24592175 -288683 -1.1603
JPMorgan Large Cap Growth I 2025-12-31 0.3236 9.6256 24028448 -1231637 -4.8758

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
John W Stanton 2026-02-18 Purchase 5000 397.35
David Taylor 2026-02-09 Purchase 414.12
Michael T. McCaul 2026-01-30 Purchase 430.29
John McGuire 2026-01-30 Sell 430.29
Ro Khanna 2026-01-29 Sell 433.5
David Taylor 2026-01-29 Purchase 433.5
Thomas H. Kean, Jr. 2026-01-23 Sell 465.95
John McGuire 2026-01-21 Purchase 444.11
David Taylor 2026-01-16 Purchase 459.86
David Taylor 2026-01-08 Purchase 478.11
Markwayne Mullin 2025-12-29 Purchase 487.1
Gilbert Ray Cisneros, Jr. 2025-12-19 Sell 485.92
Julie Johnson 2025-12-18 Sell 483.98
John Boozman 2025-12-17 Purchase 476.12
Shelley Moore Capito 2025-12-16 Sell 476.39
Cleo Fields 2025-12-11 Purchase 483.47
Takeshi Numoto 2025-12-04 Sell 2850 478.72
Judson Althoff 2025-12-02 Sell 12750 491.52
Ro Khanna 2025-11-24 Purchase 474
Dwight Evans 2025-11-21 Sell 472.12

Major Indices