Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2024-12-31 8.932 5.0978 2179410685 35623825 1.6617
BlackRock Inc 2024-12-31 7.7445 5.1349 1889664799 38038054 2.0543
FMR Inc 2024-12-31 4.1163 8.0494 1004376608 6665252 0.6681
State Street Corp 2024-12-31 3.9666 5.1285 967850472 22112447 2.3381
Geode Capital Management, LLC 2024-12-31 2.2768 5.768 555548278 9468786 1.734
JPMorgan Chase & Co 2024-12-31 1.696 4.1379 413813386 -402174831 -49.2868
T. Rowe Price Associates, Inc. 2024-12-31 1.6858 6.3677 411328951 3721331 0.913
Morgan Stanley - Brokerage Accounts 2024-12-31 1.433 3.2894 349659685 19939417 6.0474
NORGES BANK 2024-12-31 1.328 5.7103 324041286 32313926 11.0768
Northern Trust Corp 2024-12-31 1.092 5.0666 266454194 36266817 15.7553
UBS Asset Mgmt Americas Inc 2024-12-31 0.8234 6.2916 200898191 20494402 11.3603
Bank of New York Mellon Corp 2024-12-31 0.7207 4.3615 175849985 872197 0.4985
Bank of America Corp 2024-12-31 0.7168 1.9703 174893938 -70205641 -28.6437
Legal & General Group PLC 2024-12-31 0.7096 6.152 173139219 -6383154 -3.5556
Nuveen Asset Management, LLC 2024-12-31 0.626 5.793 152746842 -10807877 -6.6081
Charles Schwab Investment Management Inc 2024-12-31 0.62 3.7452 151280130 5211040 3.5675
Wellington Management Company LLP 2024-12-31 0.5814 3.4877 141850570 -4638134 -3.1662
Goldman Sachs Group Inc 2024-12-31 0.5794 2.9925 141367741 2686056 1.9368
Capital World Investors 2024-12-31 0.5775 2.8731 140921614 8555411 6.4634
Amvescap Plc. 2024-12-31 0.5323 3.2248 129889317 9168168 7.5945

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 3.0075 5.0709 733822921 2494381 0.3411
Vanguard Institutional 500 Index Trust 2025-02-28 2.7881 6.0751 680302389 4612363 0.6826
Fidelity 500 Index 2025-01-31 1.2535 5.7492 305854935 1349590 0.4432
SPDR® S&P 500® ETF Trust 2025-02-28 1.2428 6.0659 303244931 -2194464 -0.7185
iShares Core S&P 500 ETF 2025-02-28 1.1809 6.059 288130793 -14479 -0.005
Vanguard Growth Index Investor 2025-02-28 0.9655 10.4106 235593495 177407 0.0754
Invesco QQQ Trust 2025-02-28 0.8438 7.9494 205881834 -16164 -0.0079
Vanguard Institutional Index I 2025-02-28 0.6233 6.0689 152088003 -1797902 -1.1683
State St S&P 500® Indx SL Cl III 2025-02-28 0.4862 6.0284 118631782 88300 0.0745
Vanguard Information Technology ETF 2025-02-28 0.4776 14.9319 116543060 318490 0.274
Fidelity Growth Compy Commingled Pl S 2025-01-31 0.4455 13.683 108691030 -939500 -0.857
Fidelity Contrafund 2025-01-31 0.3938 7.1687 96097550 -371700 -0.3853
Blackrock Eq Idx Fund CF 2024-12-31 0.3776 6.5859 92134356 -968214 -1.0399
Capital Group Growth Fnd of Amer Comp 2024-12-31 0.3511 3.8655 85679825 6145896 7.7274
American Funds Growth Fund of Amer A 2024-12-31 0.3511 3.8655 85679825 6145896 7.7274
iShares Russell 1000 Growth ETF 2025-02-28 0.3407 10.1024 83135127 -63816 -0.0767
Fidelity Growth Company Fund 2025-01-31 0.323 13.7766 78818000 -886700 -1.1125
Russell 1000 Index Fund 2025-02-28 0.2995 5.3313 73076815 1108007 1.5396
The Technology Select Sector SPDR® ETF 2025-02-28 0.2989 12.8888 72924145 -489720 -0.6671
Blackrock Russ 1000 Eq Idx Composite 2024-12-31 0.2973 5.8283 72532608 -175649 -0.2416

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Donald F Robertson Jr 2025-03-21 Sell 4500 116.8
Colette Kress 2025-03-21 Sell 66660 116.83
Aarti S Shah 2025-03-20 Sell 20000 118.42
Marjorie Taylor Greene 2025-03-17 Purchase 0 119.53
Robert K Burgess 2025-03-13 Sell 53324 115.49
John Dabiri 2025-03-10 Sell 2663 110
Robert Bresnahan, Jr. 2025-03-03 Sell 0 114.06
Robert Bresnahan, Jr. 2025-02-26 Purchase 0 131.28
Greg Landsman 2025-02-26 Sell 0 131.28
John Boozman 2025-02-26 Purchase 0 131.28
Robert Bresnahan, Jr. 2025-02-25 Sell 0 126.63
Jefferson Shreve 2025-02-24 Purchase 0 130.28
Cleo Fields 2025-02-05 Sell 0 124.76
Robert Bresnahan, Jr. 2025-01-29 Sell 0 123.43
Josh Gottheimer 2025-01-29 Sell 0 123.43
Robert Bresnahan, Jr. 2025-01-28 Sell 0 127.8
Josh Gottheimer 2025-01-28 Sell 0 127.8
Marjorie Taylor Greene 2025-01-21 Purchase 0 140.83
Josh Gottheimer 2025-01-17 Sell 0 137.71
Josh Gottheimer 2025-01-16 Sell 0 133.57

Major Indices