Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 9.0081 0.5552 215444098 1557828 0.7283
BlackRock Inc 2025-09-30 7.8818 0.602 188505957 11275223 6.3619
State Street Corp 2025-09-30 4.2338 0.6405 101258899 6777771 7.1737
JPMorgan Chase & Co 2025-09-30 2.8989 0.3789 69332036 53253795 331.2165
Geode Capital Management, LLC 2025-09-30 2.2325 0.619 53395218 3690348 7.4245
Morgan Stanley - Brokerage Accounts 2025-09-30 1.2644 0.334 30240527 -2708067 -8.2191
NORGES BANK 2025-12-31 1.2113 0.5509 28971257 4708806 19.4078
Amvescap Plc. 2025-09-30 0.9114 0.6265 21798785 1213529 5.8951
Northern Trust Corp 2025-09-30 0.8817 0.4921 21088462 769238 3.7858
FMR Inc 2025-12-31 0.7938 0.1721 18984930 -3445860 -15.3622
Bank of America Corp 2025-09-30 0.6878 0.2035 16449634 -134198 -0.8092
Charles Schwab Investment Management Inc 2025-12-31 0.6668 0.4405 15947000 422249 2.7198
Amundi 2025-09-30 0.6556 0.9047 15679158 4373201 38.6805
UBS Asset Mgmt Americas Inc 2025-09-30 0.6481 0.614 15499686 520693 3.4762
T. Rowe Price Associates, Inc. 2025-09-30 0.6353 0.2966 15195251 5031692 49.5072
Legal & General Group PLC 2025-12-31 0.5877 0.5541 14056448 351510 2.5648
The Goldman Sachs Group Inc 2025-09-30 0.5701 0.3043 13634078 -4253387 -23.7786
Barclays PLC 2025-09-30 0.5524 0.5226 13212069 3317011 33.5219
Bank of New York Mellon Corp 2025-09-30 0.5342 0.4181 12776527 287995 2.3061
Deutsche Bank AG 2025-09-30 0.413 0.6038 9877337 1099190 12.5219

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 2.8578 0.4769 68348369 174496 0.256
Vanguard 500 Index Investor 2026-01-31 2.4332 0.5644 58195441 362699 0.6272
Invesco QQQ Trust 2026-02-26 2.0436 1.6663 48875100 -108344 -0.2212
iShares Core S&P 500 ETF 2026-02-25 1.2166 0.5156 29095964 29095964 0
Fidelity 500 Index 2025-12-31 1.2079 0.6939 28888557 166757 0.5806
State Street® SPDR® S&P 500® ETF 2026-02-26 1.1276 0.5253 26968336 -47916 -0.1774
Vanguard Growth Index Investor 2026-01-31 0.9668 0.9684 23123265 141688 0.6165
State Street®TechSelSectSPDR®ETF 2026-02-26 0.7452 2.7169 17821831 21165 0.1189
Vanguard Information Technology ETF 2026-01-31 0.6053 1.6241 14477781 60183 0.4174
Vanguard Institutional Index I 2026-01-31 0.5452 0.5647 13038714 -31238 -0.239
State St S&P 500® Indx SL Cl III 2026-01-31 0.5086 0.56 12163492 123000 1.0216
JPM US Large Cap Growth-MA 2025-12-31 0.4506 1.592 10776480 10776480 0
JPMorgan Large Cap Growth I 2025-12-31 0.4506 1.5867 10776480 -98990 -0.9102
Vanguard Institutional 500 Index Trust 2026-01-31 0.4264 0.5642 10197525 33751 0.3321
iShares Russell 1000 Growth ETF 2026-02-25 0.3708 1.0047 8868135 2336837 35.7791
Invesco NASDAQ 100 ETF 2026-02-26 0.3654 1.6641 8738936 1535 0.0176
Blackrock Eq Idx Fund CF 2025-12-31 0.346 0.6886 8275189 -104769 -1.2502
Russell 1000 Index Fund 2026-01-31 0.2864 0.5004 6850381 70472 1.0394
Blackrock Russ 1000 Eq Idx Composite 2025-12-31 0.2851 0.6194 6817855 25219 0.3713
iShares Core S&P 500 ETF USD Acc 2026-02-25 0.225 0.5155 5381278 5381278 0

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Jeffrey Buckley 2026-02-24 Sell 1232 129.08
Alexander C Karp 2026-02-20 Sell 493025 133.78
David A Glazer 2026-02-20 Sell 17438 133.72
Jeffrey Buckley 2026-02-20 Sell 2704 133.72
Ryan D Taylor 2026-02-20 Sell 19988 133.72
Shyam Sankar 2026-02-20 Sell 168004 133.72
Stephen Andrew Cohen 2026-02-20 Sell 327088 133.72
Lauren Elaina Friedman Stat 2026-02-02 Sell 400 151.14
Jonathan L. Jackson 2026-01-16 Sell 170.96
Gilbert Ray Cisneros, Jr. 2026-01-09 Purchase 177.49
Lauren Elaina Friedman Stat 2026-01-02 Sell 3400 181.35
Ryan D Taylor 2026-01-02 Sell 12000 181.35
Jonathan L. Jackson 2025-12-22 Purchase 193.98
David A Glazer 2025-12-12 Sell 9000 185.91
Jeffrey Buckley 2025-11-24 Sell 1252 157.5
Ryan D Taylor 2025-11-24 Sell 36048 162.36
Alexander C Karp 2025-11-21 Sell 45564 156.25
David A Glazer 2025-11-21 Sell 1973 156.25
Jeffrey Buckley 2025-11-21 Sell 300 156.25
Ryan D Taylor 2025-11-21 Sell 2252 156.25

Major Indices