Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-06-30 9.9289 0.1674 112861623 802053 0.7157
Capital Research Global Investors 2025-06-30 6.7464 1.4069 76686152 41264059 116.4924
BlackRock Inc 2025-06-30 6.7319 0.1335 76521113 -1716884 -2.1944
Capital World Investors 2025-06-30 6.7087 1.0157 76257263 1790843 2.4049
State Street Corp 2025-06-30 4.1799 0.1632 47513332 544534 1.1594
FMR Inc 2025-06-30 2.7711 0.1628 31498947 5304050 20.2484
Geode Capital Management, LLC 2025-06-30 2.2738 0.1653 25846634 99983 0.3883
Morgan Stanley - Brokerage Accounts 2025-06-30 2.1847 0.1482 24833599 -2189674 -8.1029
Wells Fargo & Co 2025-06-30 1.5773 0.3399 17929527 -445658 -2.4253
Wellington Management Company LLP 2025-06-30 1.4136 0.2672 16068454 -3346018 -17.2347
Bank of America Corp 2025-06-30 1.3655 0.1041 15521931 -1064927 -6.4203
NORGES BANK 2025-06-30 1.1966 0.1556 13601620 -40155 -0.2944
Northern Trust Corp 2025-06-30 1.1594 0.1661 13178825 -400131 -2.9467
Amvescap Plc. 2025-06-30 1.1224 0.1988 12757954 1286451 11.2143
JPMorgan Chase & Co 2025-06-30 1.068 0.0727 12139807 -12171772 -50.0657
Nuveen, LLC 2025-06-30 1.0616 0.3056 12067738 -1997086 -14.1992
Capital Research & Mgmt Co - Division 3 2025-06-30 1.055 0.1893 11992293 1787317 17.5142
Fisher Asset Management, LLC 2025-06-30 1.0486 0.4336 11919980 -110084 -0.9151
UBS Group AG 2025-06-30 1.025 0.1848 11651013 2348367 25.2441
Goldman Sachs Group Inc 2025-06-30 0.9562 0.1353 10869355 3126973 40.3877

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2025-07-31 3.1411 0.1665 35704384 -829844 -2.2714
Vanguard 500 Index Investor 2025-07-31 2.4747 0.1885 28130009 -4120758 -12.7772
Invesco QQQ Trust 2025-08-29 2.0606 0.5651 23422797 162603 0.6991
Capital Group Investment Co of Amer Comp 2025-06-30 1.95 1.2244 22165705 8379489 60.7816
American Funds Invmt Co of Amer A 2025-06-30 1.95 1.2244 22165705 8379489 60.7816
American Funds Growth Fund of Amer A 2025-06-30 1.5445 0.5015 17556592 -60321 -0.3424
Capital Group Growth Fnd of Amer Comp 2025-06-30 1.5445 0.5015 17556592 -60321 -0.3424
Capital Group Wash Mutual Invtrs Comp 2025-06-30 1.4265 0.7431 16215380 1140973 7.5689
American Funds Washington Mutual A 2025-06-30 1.4265 0.7431 16215380 1140973 7.5689
American Funds Income Fund of Amer A 2025-06-30 1.3771 1.068 15653967 10541929 206.2177
Capital Group American Mutual Comp 2025-06-30 1.2709 1.2275 14446603 6766996 88.1164
American Funds American Mutual A 2025-06-30 1.2709 1.2275 14446603 6766996 88.1164
Fidelity 500 Index 2025-07-31 1.2673 0.1883 14405020 6191 0.043
SPDR® S&P 500® ETF 2025-08-31 1.2077 0.1828 13727738 168751 1.2446
iShares Core S&P 500 ETF 2025-08-31 1.203 0.1826 13674774 0 0
American Funds American Balanced A 2025-06-30 1.1604 0.4814 13190197 200000 1.5396
Vanguard Growth Index Investor 2025-07-31 1.0725 0.3351 12191015 45429 0.374
American Funds Capital World Gr&Inc A 2025-06-30 0.9563 0.7371 10870319 2236979 25.9109
Capital Group World Growth & Inc Cmp 2025-06-30 0.9563 0.7371 10870319 2236979 25.9109
American Funds Fundamental Invs A 2025-06-30 0.8295 0.5675 9429030 1043965 12.4503

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ro Khanna 2025-09-29 Purchase 85.64
Ro Khanna 2025-08-26 Sell 86.63
Ro Khanna 2025-08-04 Purchase 89.78
Lisa C. McClain 2025-07-22 Purchase 96.94
Lisa C. McClain 2025-06-24 Sell 91.5
Lisa C. McClain 2025-06-17 Purchase 91.59
Marjorie Taylor Greene 2025-05-05 Purchase 81.66
Ro Khanna 2025-04-23 Purchase 82.8
Bruce Westerman 2025-04-21 Sell 80.68
Josh Gottheimer 2025-04-17 Sell 81.5
Sheldon Whitehouse 2025-04-14 Sell 85.49
Dan Newhouse 2025-04-11 Sell 85.43
Sheldon Whitehouse 2025-04-11 Sell 85.43
Jared Moskowitz 2025-04-10 Sell 84.6
Josh Gottheimer 2025-04-09 Sell 88.68
Jefferson Shreve 2025-04-07 Sell 80
Julie Johnson 2025-04-01 Sell 98.23
Susie Lee 2025-03-14 Sell 98.11
Bruce Westerman 2025-03-03 Purchase 115.41
Rachel Ruggeri 2024-11-21 Sell 1491 99.54

Major Indices