Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 5.9949 0.0119 101251557 641271 0.6374
FMR Inc 2025-12-31 5.7638 0.0401 97347095 -10564875 -9.7903
Capital World Investors 2025-09-30 5.1673 0.0919 87272463 1316448 1.5315
BlackRock Inc 2025-09-30 2.3738 0.0054 40092853 -479571 -1.182
Capital Research & Mgmt Co - Division 3 2025-09-30 2.2369 0.047 37780205 95989 0.2547
Two Sigma Investments LLC 2025-12-31 1.023 0.1967 17277398 -6636022 -27.7502
State Street Corp 2025-09-30 0.8646 0.0039 14602850 566600 4.0367
The Goldman Sachs Group Inc 2025-09-30 0.8599 0.0137 14522780 -4310549 -22.8879
JPMorgan Chase & Co 2025-09-30 0.8539 0.0033 14422424 9385343 186.325
Geode Capital Management, LLC 2025-09-30 0.773 0.0064 13055324 685087 5.5382
Alyeska Investment Group, L.P. 2025-12-31 0.6629 0.2552 11195463 -11722379 -51.1496
Balyasny Asset Management LLC 2025-12-31 0.615 0.1064 10386733 10318071 15027.3383
Two Sigma Advisers, LLC 2025-12-31 0.5936 0.1573 10026377 380400 3.9436
Millennium Management LLC 2025-09-30 0.5924 0.0329 10004862 8978630 874.9123
Susquehanna International Group, LLP 2025-09-30 0.5461 0.0081 9223592 5955124 182.1992
Jane Street Group LLC 2025-09-30 0.4849 0.0096 8189292 4097374 100.1333
Citadel Advisors Llc 2025-09-30 0.4846 0.0096 8185153 2199825 36.7536
Morgan Stanley - Brokerage Accounts 2025-09-30 0.4806 0.0038 8117303 -1659382 -16.9728
Charles Schwab Investment Management Inc 2025-12-31 0.4395 0.0093 7423369 235955 3.2829
Man Group PLC 2025-12-31 0.4334 0.1004 7319141 7060078 2725.2359

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Capital Group Growth Fnd of Amer Comp 2025-12-31 5.2489 0.2129 88651659 0 0
American Funds Growth Fund of Amer A 2025-12-31 5.2489 0.2129 88651659 0 0
Fidelity Blue Chip Growth 2025-12-31 2.6372 0.4042 44541801 1248319 2.8834
Vanguard Total Stock Mkt Idx Inv 2026-01-31 2.0559 0.0115 34723604 77196 0.2228
American Funds IS® Growth 1 2025-12-31 1.6105 0.4014 27200000 0 0
Capital Group Growth Composite 2025-12-31 1.6105 0.4014 27200000 0 0
Vanguard Small Cap Index 2026-01-31 1.4738 0.1011 24892486 -3728 -0.015
Vanguard Small Cap Value Index Inv 2026-01-31 0.9463 0.1767 15981820 -121351 -0.7536
Vanguard Institutional Extnd Mkt Idx Tr 2026-01-31 0.7211 0.0986 12179533 29682 0.2443
Fidelity Blue Chip Growth K6 2025-12-31 0.6407 0.4829 10820582 256201 2.4251
Capital Group Growth ETF 2026-01-31 0.5022 0.2936 8481796 388687 4.8027
Fidelity BlueChip Growth Commingled Pl D 2025-12-31 0.4399 0.4069 7429471 287161 4.0206
Fidelity Series Blue Chip Growth 2025-12-31 0.3583 0.328 6051200 -47100 -0.7723
Fidelity Extended Market Index 2025-12-31 0.3503 0.1192 5915883 158464 2.7523
Vanguard Communication Services ETF 2026-01-31 0.2575 0.4492 4348534 -41866 -0.9536
iShares Expanded Tech-Software Sect ETF 2026-02-25 0.2426 0.2427 4096720 1215896 42.2065
Fidelity VIP Contrafund Initial 2025-12-31 0.2149 0.1028 3629400 0 0
JPM US Technology A (dist) USD 2026-01-31 0.2067 0.2725 3491892 3491892 0
Global X Artfcl Intlgc & Tech ETF 2026-02-26 0.1891 0.2143 3193571 0 0
Schwab US Mid-Cap ETFâ„¢ 2026-02-27 0.1803 0.1166 3045584 0 0

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Rebecca Morrow 2026-02-19 Sell 3175 4.84
Zachary M Briers 2026-02-18 Sell 68620 4.73
Ajit Mohan 2026-02-17 Sell 119339 4.7
Derek Andersen 2026-02-17 Sell 63041 4.7
Rebecca Morrow 2026-02-17 Sell 16499 4.7
Zachary M Briers 2026-02-17 Sell 134705 4.7
Robert C Murphy 2026-02-10 Sell 1000000 5.36
Robert C Murphy 2026-02-06 Sell 1000000 5.27
Ajit Mohan 2026-01-16 Sell 20848 7.62
Derek Andersen 2026-01-14 Sell 23715 7.83
Rebecca Morrow 2025-12-17 Sell 3783 7.34
Ajit Mohan 2025-12-16 Sell 28137 7.21
Derek Andersen 2025-12-16 Sell 34535 7.21
Rebecca Morrow 2025-12-16 Sell 3090 7.22
Rebecca Morrow 2025-12-15 Sell 7000 7.33
Ajit Mohan 2025-11-17 Sell 109372 8.34
Rebecca Morrow 2025-11-17 Sell 12699 8.34
Derek Andersen 2025-11-17 Sell 62868 8.34
Michael J O'sullivan 2025-11-17 Sell 70882 8.34
Derek Andersen 2025-11-14 Sell 16412 8.4

Major Indices