Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.8165 | 0.0765 | 90376927 | 5534462 | 6.5232 |
| BlackRock Inc | 2025-09-30 | 8.0963 | 0.0875 | 74539892 | -1045329 | -1.383 |
| State Street Corp | 2025-09-30 | 4.6948 | 0.1005 | 43223774 | -388196 | -0.8901 |
| Capital Research Global Investors | 2025-09-30 | 3.0363 | 0.3517 | 27953803 | 636441 | 2.3298 |
| Comprehensive Financial Management LLC | 2025-12-31 | 2.8478 | 46.147 | 26219118 | -900000 | -3.3187 |
| Geode Capital Management, LLC | 2025-09-30 | 2.3641 | 0.0927 | 21765549 | -163422 | -0.7452 |
| NORGES BANK | 2025-12-31 | 1.767 | 0.1016 | 16268558 | 3868532 | 31.1978 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.6229 | 0.0607 | 14941541 | 793405 | 5.6078 |
| Bank of America Corp | 2025-09-30 | 1.3186 | 0.0552 | 12139946 | 1748577 | 16.8272 |
| Amvescap Plc. | 2025-09-30 | 1.2091 | 0.1176 | 11131949 | 1093365 | 10.8916 |
| Northern Trust Corp | 2025-09-30 | 1.0697 | 0.0845 | 9848210 | -394225 | -3.8489 |
| Deutsche Bank AG | 2025-09-30 | 1.0379 | 0.2147 | 9555851 | -876585 | -8.4025 |
| JPMorgan Chase & Co | 2025-09-30 | 1.0292 | 0.019 | 9475046 | 4866807 | 105.611 |
| ClearBridge Advisors, LLC | 2025-09-30 | 0.9957 | 0.4629 | 9167081 | -762079 | -7.6752 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.9562 | 0.1078 | 8803241 | 625705 | 7.6515 |
| Amundi | 2025-09-30 | 0.9225 | 0.1946 | 8493311 | 132837 | 1.5889 |
| The Goldman Sachs Group Inc | 2025-09-30 | 0.892 | 0.0674 | 8212388 | 3383772 | 70.0775 |
| PRIMECAP Management Company | 2025-12-31 | 0.8872 | 0.361 | 8168490 | 1487560 | 22.2658 |
| FMR Inc | 2025-12-31 | 0.8698 | 0.0238 | 8007746 | -1343466 | -14.3668 |
| Artisan Partners Limited Partnership | 2025-12-31 | 0.8169 | 0.6573 | 7520682 | -3266444 | -30.2809 |
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 | 3.0058 | 0.0694 | 27673588 | 968143 | 3.6253 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.4302 | 0.078 | 22373971 | 1024426 | 4.7984 |
| Invesco QQQ Trust | 2026-02-26 | 2.1735 | 0.2285 | 20010700 | -44370 | -0.2212 |
| Capital Group Investment Co of Amer Comp | 2025-12-31 | 1.4462 | 0.4418 | 13314209 | 378329 | 2.9246 |
| American Funds Invmt Co of Amer A | 2025-12-31 | 1.4462 | 0.4418 | 13314209 | 378329 | 2.9246 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2944 | 0.0745 | 11917474 | 781140 | 7.0143 |
| Fidelity 500 Index | 2025-12-31 | 1.2852 | 0.0934 | 11832614 | -232845 | -1.9298 |
| American Funds Growth Fund of Amer A | 2025-12-31 | 1.2302 | 0.1968 | 11326391 | -1255300 | -9.9772 |
| Capital Group Growth Fnd of Amer Comp | 2025-12-31 | 1.2302 | 0.1968 | 11326391 | -1255300 | -9.9772 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.2012 | 0.0722 | 11059225 | -19620 | -0.1771 |
| Vanguard Mid Cap Index Institutional | 2026-01-31 | 1.0271 | 0.2451 | 9456264 | 222679 | 2.4116 |
| Vanguard Value Index Inv | 2026-01-31 | 0.8728 | 0.1859 | 8035814 | -577170 | -6.7012 |
| State Street®FinSelSectSPDR®ETF | 2026-02-26 | 0.6947 | 0.5662 | 6395491 | 1635 | 0.0256 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5443 | 0.078 | 5010969 | -342572 | -6.399 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5411 | 0.0825 | 4982091 | 50300 | 1.0199 |
| Vanguard PRIMECAP Inv | 2025-12-31 | 0.4953 | 0.3501 | 4560000 | 999900 | 28.0863 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.4319 | 0.0791 | 3976676 | 161537 | 4.2341 |
| Invesco NASDAQ 100 ETF | 2026-02-26 | 0.3888 | 0.2283 | 3579228 | 630 | 0.0176 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.365 | 0.0918 | 3360537 | -156181 | -4.4411 |
| Russell 1000 Index Fund | 2026-01-31 | 0.3191 | 0.0772 | 2938069 | -20990 | -0.7093 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Suzan Kereere | 2026-02-18 | Sell | 37613 | 41.49 |
| Chris Natali | 2026-02-17 | Sell | 1213 | 40.49 |
| Frank Keller | 2026-02-06 | Sell | 3478 | 40.2 |
| John Boozman | 2026-01-29 | Purchase | 53.11 | |
| Ro Khanna | 2026-01-29 | Sell | 53.11 | |
| Ro Khanna | 2026-01-13 | Purchase | 56.56 | |
| Nancy Pelosi | 2025-12-30 | Sell | 59.1 | |
| John Boozman | 2025-11-21 | Purchase | 60.57 | |
| Suzan Kereere | 2025-11-19 | Sell | 4162 | 59.84 |
| Ro Khanna | 2025-11-10 | Sell | 66.25 | |
| Aaron Webster | 2025-11-10 | Sell | 9282 | 66.29 |
| Ro Khanna | 2025-11-03 | Sell | 68.34 | |
| Suzan Kereere | 2025-11-03 | Sell | 12500 | 68.87 |
| Chris Natali | 2025-10-30 | Sell | 1374 | 69.13 |
| Diego Scotti | 2025-10-30 | Sell | 3838 | 68.97 |
| Suzan Kereere | 2025-10-30 | Sell | 5000 | 69.52 |
| Ro Khanna | 2025-10-07 | Purchase | 74.61 | |
| Ro Khanna | 2025-09-29 | Purchase | 69.68 | |
| Val T. Hoyle | 2025-09-23 | Sell | 67.31 | |
| Lisa C. McClain | 2025-09-11 | Sell | 67.27 |