Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 10.0387 0.1397 114410675 971773 0.8566
Capital World Investors 2026-03-31 9.0652 1.2627 103315629 18588224 21.9389
Capital Research Global Investors 2026-03-31 8.9803 1.4225 102348519 20166590 24.539
BlackRock Inc 2026-03-31 6.9812 0.1245 79564331 -805782 -1.0026
State Street Corp 2026-03-31 4.1879 0.1476 47729771 -139285 -0.291
Geode Capital Management, LLC 2026-03-31 2.4582 0.1555 28016179 1643095 6.2302
FMR Inc 2026-03-31 2.2606 0.1216 25764525 -149855 -0.5783
Morgan Stanley - Brokerage Accounts 2026-03-31 2.1816 0.1342 24863710 3587774 16.8631
Bank of America Corp 2026-03-31 1.3829 0.1032 15761355 1300085 8.9901
NORGES BANK 2025-12-31 1.2844 0.1319 14637807 1036187 7.6181
Amvescap Plc. 2026-03-31 1.2512 0.1956 14260327 -347065 -2.376
Capital Research & Mgmt Co - Division 3 2026-03-31 1.2296 0.2942 14013293 -1745147 -11.0744
Wells Fargo & Co 2026-03-31 1.1957 0.2302 13627416 -4183132 -23.4868
T. Rowe Price Investment Management,Inc. 2026-03-31 1.146 0.8057 13060594 -20296474 -60.8461
Northern Trust Corp 2026-03-31 1.0769 0.1453 12273320 -80875 -0.6546
Fisher Asset Management, LLC 2026-03-31 1.0746 0.3721 12247249 218446 1.816
The Goldman Sachs Group Inc 2026-03-31 0.9551 0.112 10885074 -1171077 -9.7135
UBS Group AG 2026-03-31 0.8661 0.1327 9870999 1814128 22.5165
Loomis, Sayles & Company LP 2026-03-31 0.8227 1.1302 9376448 -102308 -1.0793
Nuveen, LLC 2026-03-31 0.8068 0.2231 9195637 -936433 -9.2423

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2026-04-30 3.185 0.1729 36299542 116598 0.3222
Vanguard 500 Index Investor 2026-04-30 2.592 0.194 29541135 530672 1.8292
American Funds American Balanced A 2026-03-31 2.5669 0.9942 29254744 12535377 74.9752
American Funds American Mutual A 2026-03-31 2.3137 2.1613 26368754 5133408 24.1739
Capital Group American Mutual Comp 2026-03-31 2.3137 2.1613 26368754 5133408 24.1739
Invesco QQQ Trust 2026-04-30 2.1396 0.5829 24384916 179353 0.741
Capital Group Investment Co of Amer Comp 2026-03-31 2.0649 1.2708 23533780 4927785 26.4849
American Funds Invmt Co of Amer A 2026-03-31 2.0649 1.2708 23533780 4927785 26.4849
Capital Group Growth Fnd of Amer Comp 2026-03-31 2.0572 0.6856 23445861 4599318 24.404
American Funds Growth Fund of Amer A 2026-03-31 2.0572 0.6856 23445861 4599318 24.404
American Funds Income Fund of Amer A 2026-03-31 1.662 1.1985 18941998 3140192 19.8724
Capital Group Wash Mutual Invtrs Comp 2026-03-31 1.642 0.8408 18713658 1000871 5.6506
American Funds Washington Mutual A 2026-03-31 1.642 0.8408 18713658 1000871 5.6506
American Funds Fundamental Invs A 2026-03-31 1.402 0.93 15979094 939625 6.2477
Capital Group Fundamental Invtrs Comp 2026-03-31 1.402 0.93 15979094 939625 6.2477
iShares Core S&P 500 ETF 2026-04-30 1.293 0.1941 14736367 43225 0.2942
Fidelity 500 Index 2026-03-31 1.2766 0.1823 14549733 81255 0.5616
State Street® SPDR® S&P 500® ETF 2026-04-30 1.1932 0.1941 13598716 44421 0.3277
Vanguard Growth Index Investor 2026-04-30 1.1041 0.363 12583040 65145 0.5204
American Funds New Perspective A 2026-03-31 0.9476 0.6335 10799810 1518123 16.3561

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Brady Brewer 2026-04-17 Sell 588 100
Jim Banks 2026-04-15 Sell 98.34
Brady Brewer 2026-04-06 Sell 1641 90
Ro Khanna 2026-03-23 Sell 93.83
Brady Brewer 2026-03-09 Sell 588 100
Ro Khanna 2026-03-06 Sell 98.99
Brady Brewer 2026-03-05 Sell 1641 97.12
Sara Kelly 2026-03-05 Sell 2500 97.12
Ro Khanna 2026-02-17 Purchase 95.39
Ro Khanna 2026-02-06 Purchase 99.45
Ro Khanna 2026-02-05 Purchase 96.07
Ro Khanna 2026-01-29 Sell 93.88
Shelley Moore Capito 2026-01-28 Sell 95.16
Ro Khanna 2026-01-23 Purchase 97.62
Ro Khanna 2026-01-22 Sell 95.83
Sheldon Whitehouse 2026-01-09 Sell 88.88
Dan Newhouse 2025-12-11 Sell 84.74
Jorgen Vig Knudstorp 2025-11-10 Purchase 11700 85

Major Indices