Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.6648 5.0337 717942580 15955898 2.273
BlackRock Inc 2026-03-31 7.9873 3.8374 593328571 -8568924 -1.4237
State Street Corp 2026-03-31 4.1288 3.9199 306708289 557681 0.1822
FMR Inc 2026-03-31 2.5606 3.7089 190211367 -10737378 -5.3433
Geode Capital Management, LLC 2026-03-31 2.5376 4.3299 188501918 5883518 3.2218
JPMorgan Chase & Co 2026-03-31 1.7114 2.9306 127128999 -20630851 -13.9624
Morgan Stanley - Brokerage Accounts 2026-03-31 1.6811 2.7851 124881288 3660727 3.0199
T. Rowe Price Associates, Inc. 2026-03-31 1.5783 5.0178 117242934 -8466187 -6.7347
NORGES BANK 2025-12-31 1.4103 5.4201 104761241 3248047 3.1996
Capital Research Global Investors 2026-03-31 1.2936 5.5181 96093061 22768626 31.0519
Northern Trust Corp 2026-03-31 1.0729 3.8993 79696955 -82975 -0.104
Bank of America Corp 2026-03-31 0.9526 1.9149 70765459 -2355912 -3.2219
UBS Asset Mgmt Americas Inc 2026-03-31 0.8593 4.9126 63832188 3659325 6.0814
Capital World Investors 2026-03-31 0.8311 3.1175 61734339 -2731828 -4.2376
The Goldman Sachs Group Inc 2026-03-31 0.8241 2.6019 61217966 9817298 19.0996
Capital Research & Mgmt Co - Division 3 2026-03-31 0.7382 4.7577 54837522 -26747859 -32.7851
Wellington Management Company LLP 2026-03-31 0.71 3.6461 52742167 3832724 7.8364
Charles Schwab Investment Management Inc 2026-03-31 0.707 2.9705 52519324 1587748 3.1174
Bank of New York Mellon Corp 2026-03-31 0.6954 3.5158 51659016 -2780619 -5.1077
Legal & General Group PLC 2026-03-31 0.6766 4.3031 50263312 -829309 -1.6231

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 3.1852 4.3623 236608975 731373 0.3101
Vanguard 500 Index Investor 2026-04-30 2.592 4.8947 192544128 3456789 1.8281
iShares Core S&P 500 ETF 2026-04-30 1.293 4.8969 96047393 281710 0.2942
Fidelity 500 Index 2026-03-31 1.2766 4.9101 94830980 244639 0.2586
State Street® SPDR® S&P 500® ETF 2026-04-30 1.1945 4.9019 88731173 289306 0.3271
Vanguard Growth Index Investor 2026-04-30 1.0566 8.7648 78487299 406747 0.5209
Invesco QQQ Trust 2026-04-30 0.775 5.3274 57570410 423502 0.7411
Vanguard Institutional Index I 2026-04-30 0.5534 4.8883 41105343 -730748 -1.7467
State St S&P 500® Idx SL Cl I 2026-04-30 0.5389 4.8749 40029801 390842 0.986
Vanguard Information Technology ETF 2026-04-30 0.4779 10.0188 35498895 1957192 5.8351
Vanguard Institutional 500 Index Trust 2026-04-30 0.4511 4.8925 33511524 -27386 -0.0817
Capital Group Growth Fnd of Amer Comp 2026-03-31 0.451 4.0476 33502584 1525505 4.7706
American Funds Growth Fund of Amer A 2026-03-31 0.451 4.0476 33502584 1525505 4.7706
Equity Index Fund A 2025-12-31 0.397 6.1514 29487935 -338680 -1.1355
Equity Index Fund E 2025-12-31 0.397 6.1514 29487935 -338680 -1.1355
Equity Index Non-Lendable Fund B 2025-12-31 0.397 6.1514 29487935 29487935 0
Blackrock Eq Idx Fund CF 2026-03-31 0.3611 4.8801 26821539 -134082 -0.4974
iShares Russell 1000 Growth ETF 2026-04-30 0.3576 8.6872 26564373 6350 0.0239
American Funds Invmt Co of Amer A 2026-03-31 0.3412 5.6548 25344435 159441 0.6331
Capital Group Investment Co of Amer Comp 2026-03-31 0.3412 5.6548 25344435 159441 0.6331

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
John Fetterman 2026-03-30 Purchase 358.96
Ro Khanna 2026-03-30 Sell 358.96
John Fetterman 2026-03-27 Purchase 356.77
Josh Gottheimer 2026-03-25 Purchase 371.04
Josh Gottheimer 2026-03-25 Purchase 371.04
Ro Khanna 2026-03-23 Purchase 383.04
Richard McCormick 2026-03-19 Purchase 389.02
Gilbert Ray Cisneros, Jr. 2026-03-13 Purchase 395.55
Cleo Fields 2026-03-12 Purchase 401.86
Ro Khanna 2026-03-10 Sell 405.76
Kathleen T Hogan 2026-03-06 Sell 12321 409.52
John Boozman 2026-03-05 Purchase 410.68
Michael T. McCaul 2026-02-27 Sell 392.74
David Taylor 2026-02-26 Purchase 401.72
Ro Khanna 2026-02-24 Purchase 389
John W Stanton 2026-02-18 Purchase 5000 397.35
Ro Khanna 2026-02-17 Sell 396.86
Angus S. King Jr. 2026-02-13 Sell 401.32
John Boozman 2026-02-13 Purchase 401.32
Gilbert Ray Cisneros, Jr. 2026-02-10 Sell 413.27

Major Indices