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 | 2025-12-31 | 2.2662 | 0.5924 | 54200265 | 805047 | 1.5077 |
| 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 |
| Amundi | 2025-12-31 | 0.6695 | 0.7734 | 16012307 | 333149 | 2.1248 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.6668 | 0.4405 | 15947000 | 422249 | 2.7198 |
| 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 |
| 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 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.5213 | 0.2718 | 12466709 | -1167369 | -8.5621 |
| Deutsche Bank AG | 2025-12-31 | 0.4604 | 0.6374 | 11011757 | 1134420 | 11.4851 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 2.8702 | 0.4493 | 68646682 | 298313 | 0.4365 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.4566 | 0.532 | 58753884 | 558443 | 0.9596 |
| Invesco QQQ Trust | 2026-03-31 | 2.0183 | 1.8934 | 48272196 | 18705 | 0.0388 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2277 | 0.5965 | 29363293 | -15984 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.2155 | 0.5324 | 29071015 | 47921 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1072 | 0.5958 | 26481552 | -65121 | -0.2453 |
| Vanguard Growth Index Investor | 2026-02-28 | 0.9698 | 0.9471 | 23193740 | 70475 | 0.3048 |
| State Street®TechSelSectSPDR®ETF | 2026-03-31 | 0.7166 | 2.9736 | 17139106 | 45442 | 0.2658 |
| Vanguard Information Technology ETF | 2026-02-28 | 0.6053 | 1.5653 | 14476523 | -1258 | -0.0087 |
| Vanguard Institutional Index I | 2026-02-28 | 0.541 | 0.5317 | 12940015 | -98699 | -0.757 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.5099 | 0.5904 | 12194092 | 17000 | 0.1396 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.4289 | 0.5314 | 10258272 | 60747 | 0.5957 |
| Equity Index Fund A | 2025-12-31 | 0.3785 | 0.6941 | 9052679 | -73115 | -0.8012 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3785 | 0.6941 | 9052679 | 9052679 | 0 |
| Equity Index Fund E | 2025-12-31 | 0.3785 | 0.6941 | 9052679 | -73115 | -0.8012 |
| Invesco NASDAQ 100 ETF | 2026-03-31 | 0.3726 | 1.8907 | 8911444 | 38192 | 0.4304 |
| iShares Russell 1000 Growth ETF | 2026-03-31 | 0.3686 | 1.1527 | 8816410 | 8400 | 0.0954 |
| Blackrock Eq Idx Fund CF | 2026-03-31 | 0.3452 | 0.5936 | 8256423 | -18766 | -0.2268 |
| Russell 1000 Index Fund | 2026-03-31 | 0.2976 | 0.5325 | 7117841 | 60515 | 0.8575 |
| Russell 1000 Index Non-Lendable Fund B | 2025-12-31 | 0.2851 | 0.6194 | 6817855 | 6817855 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | 2026-03-16 | Sell | 152.72 | |
| Gilbert Ray Cisneros, Jr. | 2026-03-16 | Purchase | 152.72 | |
| Gilbert Ray Cisneros, Jr. | 2026-03-13 | Sell | 150.95 | |
| Jeffrey Buckley | 2026-02-24 | Sell | 1232 | 129.08 |
| Ro Khanna | 2026-02-24 | Purchase | 128.84 | |
| Stephen Andrew Cohen | 2026-02-20 | Sell | 327088 | 133.72 |
| Shyam Sankar | 2026-02-20 | Sell | 168004 | 133.72 |
| Ryan D Taylor | 2026-02-20 | Sell | 19988 | 133.72 |
| Jeffrey Buckley | 2026-02-20 | Sell | 2704 | 133.72 |
| David A Glazer | 2026-02-20 | Sell | 17438 | 133.72 |
| Alexander C Karp | 2026-02-20 | Sell | 493025 | 133.78 |
| Thomas R. Suozzi | 2026-02-18 | Sell | 135.38 | |
| Ro Khanna | 2026-02-05 | Purchase | 130.01 | |
| 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 |