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 2025-12-31 5.2371 0.0971 88452006 1179543 1.3516
BlackRock Inc 2025-09-30 2.3738 0.0054 40092853 -479571 -1.182
Capital Research & Mgmt Co - Division 3 2025-12-31 2.2423 0.0479 37871060 90855 0.2405
Citadel Advisors Llc 2025-12-31 1.2415 0.0254 20968545 12783392 156.1778
Two Sigma Investments LLC 2025-12-31 1.023 0.1967 17277398 -6636022 -27.7502
Millennium Management LLC 2025-12-31 0.9086 0.0521 15346103 5341241 53.3865
State Street Corp 2025-09-30 0.8646 0.0039 14602850 566600 4.0367
JPMorgan Chase & Co 2025-09-30 0.8539 0.0033 14422424 9385343 186.325
Geode Capital Management, LLC 2025-12-31 0.8008 0.0067 13525119 469795 3.5985
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
AQR Capital Management LLC 2025-12-31 0.596 0.0426 10066852 9033644 874.3297
Two Sigma Advisers, LLC 2025-12-31 0.5936 0.1573 10026377 380400 3.9436
The Goldman Sachs Group Inc 2025-12-31 0.5157 0.0086 8710704 -5812076 -40.0204
Jane Street Group LLC 2025-12-31 0.5091 0.0105 8598079 408787 4.9917
Morgan Stanley - Brokerage Accounts 2025-09-30 0.4806 0.0038 8117303 -1659382 -16.9728
Canada Pension Plan Investment Board 2025-12-31 0.4615 0.0421 7794529 4279950 121.777
Charles Schwab Investment Management Inc 2025-12-31 0.4395 0.0093 7423369 235955 3.2829

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 2026-02-28 3.1278 0.3161 52827012 -4431570 -7.7396
Vanguard Total Stock Mkt Idx Inv 2026-02-28 2.0595 0.0087 34784302 60698 0.1748
Capital Group Growth Composite 2025-12-31 1.6105 0.4014 27200000 0 0
American Funds IS® Growth 1 2025-12-31 1.6105 0.4014 27200000 0 0
Vanguard Small Cap Index 2026-02-28 1.4779 0.0742 24961771 69285 0.2783
Vanguard Small Cap Value Index Inv 2026-02-28 0.949 0.1295 16027435 45615 0.2854
Fidelity Blue Chip Growth K6 2026-02-28 0.7393 0.3697 12486581 -920600 -6.8665
Vanguard Institutional Extnd Mkt Idx Tr 2026-02-28 0.7282 0.0737 12298610 119077 0.9777
Fidelity BlueChip Growth Commingled Pl D 2026-02-28 0.4794 0.3014 8096736 -738900 -8.3627
Fidelity Series Blue Chip Growth 2026-02-28 0.4527 0.2634 7646512 -527988 -6.459
JPM US Technology A (dist) USD 2026-02-28 0.4043 0.4175 6829145 3337253 95.5715
Fidelity Extended Market Index 2026-02-28 0.3492 0.075 5898611 7183 0.1219
iShares Expanded Tech-Software Sect ETF 2026-03-31 0.3008 0.2174 5079630 173972 3.5464
Vanguard Communication Services ETF 2026-02-28 0.2473 0.3428 4177404 -171130 -3.9353
BlackRock Systematic Multi-Strat Instl 2026-01-31 0.2434 0.3473 4110717 -193380 -4.4929
Fidelity Blue Chip Growth ETF 2026-02-28 0.2301 0.3765 3886092 26580 0.6887
Fidelity VIP Contrafund Initial 2026-02-28 0.2149 0.0666 3629400 0 0
Global X Artfcl Intlgc & Tech ETF 2026-03-31 0.191 0.2055 3225242 0 0

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Derek Andersen 2026-03-16 Sell 92956 4.59
Ajit Mohan 2026-03-16 Sell 27743 4.59
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
Derek Andersen 2025-12-16 Sell 34535 7.21
Rebecca Morrow 2025-12-16 Sell 3090 7.22
Ajit Mohan 2025-12-16 Sell 28137 7.21
Rebecca Morrow 2025-12-15 Sell 7000 7.33
Derek Andersen 2025-11-17 Sell 62868 8.34
Rebecca Morrow 2025-11-17 Sell 12699 8.34
Michael J O'sullivan 2025-11-17 Sell 70882 8.34

Major Indices