Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Capital Research Global Investors 2026-06-30 9.6184 1.5631 109649535 7301016 7.1335
Capital World Investors 2026-06-30 8.0242 1.1045 91475472 -11840157 -11.4602
BlackRock Inc 2026-03-31 6.9793 0.1245 79564331 -805782 -1.0026
Vanguard Capital Management, LLC 2026-03-31 6.4935 0.164 74026228 74026228 0
State Street Corp 2026-03-31 4.1868 0.1476 47729771 -139285 -0.291
Amvescap Plc. 2026-03-31 3.348 0.3339 38167241 -1986464 -4.9471
Vanguard Portfolio Management, LLC 2026-03-31 2.5829 0.1378 29445025 29445025 0
Geode Capital Management, LLC 2026-03-31 2.4576 0.1555 28016179 1643095 6.2302
FMR Inc 2026-03-31 2.26 0.1216 25764525 -149855 -0.5783
Morgan Stanley - Brokerage Accounts 2026-03-31 2.181 0.1342 24863710 3587774 16.8631
Capital Research & Mgmt Co - Division 3 2026-06-30 1.3854 0.3338 15793593 1780300 12.7044
Bank of America Corp 2026-03-31 1.3826 0.1032 15761355 1300085 8.9901
Wells Fargo & Co 2026-03-31 1.1954 0.2302 13627416 -4183132 -23.4868
T. Rowe Price Investment Management,Inc. 2026-03-31 1.1457 0.8057 13060594 -20296474 -60.8461
NORGES BANK 2026-06-30 1.1391 0.1323 12985276 -1652531 -11.2895
Fisher Asset Management, LLC 2026-06-30 1.104 0.383 12585385 338136 2.7609
Northern Trust Corp 2026-03-31 1.0766 0.1453 12273320 -80875 -0.6546
The Goldman Sachs Group Inc 2026-03-31 0.9548 0.112 10885074 -1171077 -9.7135
UBS Group AG 2026-03-31 0.8659 0.1327 9870999 1814128 22.5165
Nuveen, LLC 2026-03-31 0.8066 0.2231 9195637 -936433 -9.2423

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard MStar Total Stk Mkt Idx Invest 2026-07-31 3.1834 0.1662 36290350 102949 0.2845
Vanguard 500 Index Investor 2026-07-31 2.6247 0.1863 29921011 314336 1.0617
American Funds American Mutual A 2026-06-30 2.5372 2.5038 28924014 2555260 9.6905
Capital Group American Mutual Comp 2026-06-30 2.5372 2.5038 28924014 2555260 9.6905
Capital Group Investment Co of Amer Comp 2026-06-30 2.2867 1.4464 26068458 2534678 10.7704
American Funds Invmt Co of Amer A 2026-06-30 2.2867 1.4464 26068458 2534678 10.7704
American Funds American Balanced A 2026-06-30 2.2303 0.9019 25424885 -3829859 -13.0914
Invesco QQQ Trust 2026-08-31 2.1507 0.5323 24517908 125790 0.5157
American Funds Growth Fd of Amer A 2026-06-30 2.0567 0.6714 23445861 0 0
Capital Group Growth Fnd of Amer Comp 2026-06-30 2.0567 0.6714 23445861 0 0
Capital Group Fundamental Invtrs Comp 2026-06-30 1.5353 0.9871 17502976 1523882 9.5367
American Funds Fundamental Invs A 2026-06-30 1.5353 0.9871 17502976 1523882 9.5367
Capital Group Wash Mutual Invtrs Comp 2026-06-30 1.3324 0.7087 15189766 -3523892 -18.8306
American Funds Washington Mutual A 2026-06-30 1.3324 0.7087 15189766 -3523892 -18.8306
iShares Core S&P 500 ETF 2026-08-31 1.3313 0.1827 15176512 -23832 -0.1568
Fidelity 500 Index 2026-07-31 1.2928 0.1862 14737513 117094 0.8009
State Street® SPDR® S&P 500® ETF 2026-08-31 1.2244 0.1828 13958229 3300 0.0236
American Funds Income Fd of Amer A 2026-06-30 1.2204 0.9786 13912613 -5029385 -26.5515
Vanguard MStar Growth Index Investor 2026-07-31 1.0906 0.3512 12432566 -74113 -0.5926
Capital Group New Perspective Comp 2026-06-30 0.9474 0.6483 10799810 0 0

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