Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.3583 6.1287 2266683275 43149475 1.9406
BlackRock Inc 2026-03-31 7.9499 5.8672 1925533174 -18279710 -0.9404
Vanguard Capital Management, LLC 2026-03-31 6.3521 6.6369 1538550382 1538550382 0
State Street Corp 2026-03-31 4.1034 5.9849 993885601 2405112 0.2426
FMR Inc 2026-03-31 4.1033 9.1301 993852968 22789685 2.3469
Geode Capital Management, LLC 2026-03-31 2.4827 6.5045 601327167 12524074 2.127
Vanguard Portfolio Management, LLC 2026-03-31 2.1061 4.648 510126721 510126721 0
JPMorgan Chase & Co 2026-03-31 1.8488 4.7499 447798884 -8342254 -1.8289
T. Rowe Price Associates, Inc. 2026-03-31 1.528 7.4626 370102688 -3085238 -0.8267
Morgan Stanley - Brokerage Accounts 2026-03-31 1.4159 3.6036 342954346 19220362 5.9371
NORGES BANK 2025-12-31 1.3779 6.6589 333748700 8494803 2.6117
Northern Trust Corp 2026-03-31 1.0435 5.8259 252741836 -1047967 -0.4129
UBS Asset Mgmt Americas Inc 2026-03-31 0.8215 7.2147 198975239 3095238 1.5802
Capital Research Global Investors 2026-03-31 0.797 5.2228 193037700 21474958 12.5173
Bank of America Corp 2026-03-31 0.7894 2.4376 191200989 4019505 2.1474
The Goldman Sachs Group Inc 2026-03-31 0.7469 3.6226 180908765 14122048 8.4671
Legal & General Group PLC 2026-03-31 0.6987 6.8257 169227527 -2245442 -1.3095
Charles Schwab Investment Management Inc 2026-03-31 0.6638 4.2846 160788892 4791529 3.0715
Bank of New York Mellon Corp 2026-03-31 0.6349 4.9306 153771594 -4112437 -2.6047
Amvescap Plc. 2026-03-31 0.5894 3.8111 142760706 -478798 -0.3343

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 3.0369 6.6371 735572895 2267274 0.3092
Vanguard 500 Index Investor 2026-04-30 2.6014 7.8392 630093008 11311419 1.828
iShares Core S&P 500 ETF 2026-05-29 1.3218 7.8828 320154175 978696 0.3066
Fidelity 500 Index 2026-04-30 1.2857 7.8497 311401045 1071399 0.3452
State Street® SPDR® S&P 500® ETF 2026-05-31 1.21 7.8912 293073482 310750 0.1061
Vanguard Growth Index Investor 2026-04-30 1.0069 13.3294 243893110 1263756 0.5209
Invesco QQQ Trust 2026-05-29 0.7879 8.152 190829766 898380 0.473
Vanguard Information Technology ETF 2026-04-30 0.5559 18.5986 134651556 5405210 4.1821
Vanguard Institutional Index I 2026-04-30 0.5554 7.8288 134515111 -2391339 -1.7467
State St S&P 500® Idx SL Cl I 2026-05-31 0.5381 7.859 130344239 -651300 -0.4972
Vanguard Institutional 500 Index Trust 2026-04-30 0.4528 7.8356 109664745 -89607 -0.0816
American Funds Growth Fund of Amer A 2026-03-31 0.4379 6.0369 106060680 -2992956 -2.7445
Capital Group Growth Fnd of Amer Comp 2026-03-31 0.4379 6.0369 106060680 -2992956 -2.7445
Fidelity Growth Compy Commingled Pl S 2026-04-30 0.3992 16.154 96691533 159701 0.1654
Equity Index Fund E 2025-12-31 0.398 7.7542 96389612 -1518793 -1.5512
Equity Index Fund A 2025-12-31 0.398 7.7542 96389612 -1518793 -1.5512
Equity Index Non-Lendable Fund B 2025-12-31 0.398 7.7542 96389612 96389612 0
Blackrock Eq Idx Fund CF 2026-03-31 0.3624 7.524 87772147 -339730 -0.3856
Fidelity Contrafund 2026-04-30 0.3474 9.7258 84150250 -1091900 -1.2809
iShares Russell 1000 Growth ETF 2026-05-29 0.3375 13.0488 81748313 0 0

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Gilbert Ray Cisneros, Jr. 2026-03-25 Sell 178.68
Daniel Meuser 2026-03-25 Sell 178.68
Colette Kress 2026-03-20 Sell 42650 174.89
Colette Kress 2026-03-20 Sell 20000 174.89
Mark A Stevens 2026-03-20 Sell 221682 173.68
Aarti S Shah 2026-03-19 Sell 19000 176.71
John Boozman 2026-03-19 Purchase 178.81
Ajay K Puri 2026-03-18 Sell 300000 182.25
John Dabiri 2026-03-13 Sell 3004 184.9
Gilbert Ray Cisneros, Jr. 2026-03-13 Purchase 180.25
Ajay K Puri 2026-03-10 Sell 300000 182.52
Ro Khanna 2026-03-10 Purchase 184.77
Michael T. McCaul 2026-02-26 Sell 184.89
Daniel Meuser 2026-02-25 Sell 195.64
Ro Khanna 2026-02-24 Purchase 192.85
Ro Khanna 2026-02-06 Sell 185.24
Ro Khanna 2026-02-05 Sell 171.83
Colette Kress 2026-02-04 Sell 27640 175.72
Colette Kress 2026-02-04 Sell 20000 175.72
Daniel Meuser 2026-01-30 Sell 191.13

Major Indices