Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 10.0455 0.0765 90376927 5534462 6.5232
BlackRock Inc 2025-09-30 8.2852 0.0875 74539892 -1045329 -1.383
State Street Corp 2025-09-30 4.8044 0.1005 43223774 -388196 -0.8901
Capital Research Global Investors 2025-12-31 3.0157 0.2924 27131594 -822209 -2.9413
Comprehensive Financial Management LLC 2025-12-31 2.9143 46.147 26219118 -900000 -3.3187
Geode Capital Management, LLC 2025-12-31 2.3867 0.077 21472335 -293214 -1.3471
NORGES BANK 2025-12-31 1.8083 0.1016 16268558 3868532 31.1978
Morgan Stanley - Brokerage Accounts 2025-09-30 1.6608 0.0607 14941541 793405 5.6078
Bank of America Corp 2025-09-30 1.3494 0.0552 12139946 1748577 16.8272
Amvescap Plc. 2025-09-30 1.2373 0.1176 11131949 1093365 10.8916
Northern Trust Corp 2025-09-30 1.0946 0.0845 9848210 -394225 -3.8489
JPMorgan Chase & Co 2025-09-30 1.0532 0.019 9475046 4866807 105.611
The Goldman Sachs Group Inc 2025-12-31 1.0163 0.0655 9143228 930840 11.3346
Dimensional Fund Advisors, Inc. 2025-12-31 0.9785 0.1078 8803241 625705 7.6515
PRIMECAP Management Company 2025-12-31 0.9079 0.361 8168490 1487560 22.2658
FMR Inc 2025-12-31 0.8901 0.0238 8007746 -1343466 -14.3668
Deutsche Bank AG 2025-12-31 0.8754 0.1497 7875530 -1680321 -17.5842
Artisan Partners Limited Partnership 2025-12-31 0.8359 0.6573 7520682 -3266444 -30.2809
UBS Asset Mgmt Americas Inc 2025-09-30 0.7834 0.1026 7047709 -2210212 -23.8737
Legal & General Group PLC 2025-12-31 0.7788 0.0907 7006625 54749 0.7875

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 3.037 0.0602 27323528 -350060 -1.265
Vanguard 500 Index Investor 2026-02-28 2.4714 0.0678 22234244 -139727 -0.6245
Invesco QQQ Trust 2026-03-31 2.1558 0.2352 19394753 7515 0.0388
American Funds Invmt Co of Amer A 2025-12-31 1.4799 0.4418 13314209 378329 2.9246
Capital Group Investment Co of Amer Comp 2025-12-31 1.4799 0.4418 13314209 378329 2.9246
Fidelity 500 Index 2026-02-28 1.3235 0.0735 11907343 19636 0.1652
iShares Core S&P 500 ETF 2026-03-31 1.3154 0.0743 11834613 -6444 -0.0544
American Funds Growth Fund of Amer A 2025-12-31 1.2589 0.1968 11326391 -1255300 -9.9772
Capital Group Growth Fnd of Amer Comp 2025-12-31 1.2589 0.1968 11326391 -1255300 -9.9772
State Street® SPDR® S&P 500® ETF 2026-03-31 1.1834 0.0741 10646775 -26215 -0.2456
Vanguard Mid Cap Index Institutional 2026-02-28 1.055 0.2083 9491399 35135 0.3716
Vanguard Value Index Inv 2026-02-28 0.9043 0.157 8136118 100304 1.2482
State Street®FinSelSectSPDR®ETF 2026-03-31 0.6995 0.5898 6293621 10659 0.1696
State St S&P 500® Indx SL Cl III 2026-03-31 0.5463 0.0736 4914591 -73100 -1.4656
Vanguard Institutional Index I 2026-02-28 0.5433 0.0676 4887852 -123117 -2.4569
Vanguard PRIMECAP Inv 2025-12-31 0.5069 0.3501 4560000 999900 28.0863
Vanguard Institutional 500 Index Trust 2026-02-28 0.4387 0.0689 3946787 -29889 -0.7516
Invesco S&P 500® Equal Weight ETF 2026-03-31 0.4235 0.2021 3810222 11266 0.2966
Equity Index Fund A 2025-12-31 0.4087 0.0926 3676536 -153202 -4.0003
Equity Index Non-Lendable Fund B 2025-12-31 0.4087 0.0926 3676536 3676536 0

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ro Khanna 2026-03-23 Purchase 45.49
Mark Alford 2026-03-16 Sell 45.42
Byron Donalds 2026-03-13 Purchase 44.9
Gilbert Ray Cisneros, Jr. 2026-03-13 Purchase 44.9
Ro Khanna 2026-03-10 Purchase 45.02
Chris Natali 2026-03-03 Sell 2208 44.73
Frank Keller 2026-03-03 Sell 29581 46.02
Suzan Kereere 2026-03-03 Sell 13515 46.02
Ro Khanna 2026-02-24 Purchase 47.01
Suzan Kereere 2026-02-18 Sell 37613 41.49
Chris Natali 2026-02-17 Sell 1213 40.49
Ro Khanna 2026-02-17 Sell 40.81
Angus S. King Jr. 2026-02-13 Sell 40.29
Byron Donalds 2026-02-10 Sell 41.49
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

Major Indices