Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 6.1099 | 0.0119 | 101251557 | 641271 | 0.6374 |
| FMR Inc | 2026-03-31 | 5.3551 | 0.0215 | 88742006 | -8605089 | -8.8396 |
| Vanguard Capital Management, LLC | 2026-03-31 | 2.8779 | 0.0054 | 47691669 | 47691669 | 0 |
| BlackRock Inc | 2026-03-31 | 2.8519 | 0.0038 | 47260138 | 3447445 | 7.8686 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 2.8148 | 0.0112 | 46645185 | 46645185 | 0 |
| Irenic Capital Management LP | 2026-03-31 | 1.8103 | 8.9873 | 30000000 | 30000000 | 0 |
| JPMorgan Chase & Co | 2026-03-31 | 1.5994 | 0.0068 | 26503927 | 13833756 | 109.1837 |
| Acadian Asset Management LLC | 2026-03-31 | 1.5106 | 0.1633 | 25033425 | 24403511 | 3874.102 |
| UBS Group AG | 2026-03-31 | 1.1661 | 0.0133 | 19324304 | 7011846 | 56.9492 |
| State Street Corp | 2026-03-31 | 0.9126 | 0.0024 | 15122756 | 366013 | 2.4803 |
| Geode Capital Management, LLC | 2026-03-31 | 0.8309 | 0.0039 | 13769854 | 244735 | 1.8095 |
| Two Sigma Investments LLC | 2026-03-31 | 0.7849 | 0.0483 | 13007250 | -4270148 | -24.7152 |
| AQR Capital Management LLC | 2026-03-31 | 0.689 | 0.0216 | 11417319 | 1350467 | 13.415 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 0.616 | 0.0028 | 10208317 | -2851512 | -21.8342 |
| Two Sigma Advisers, LLC | 2025-12-31 | 0.605 | 0.1573 | 10026377 | 380400 | 3.9436 |
| Canada Pension Plan Investment Board | 2026-03-31 | 0.5825 | 0.0286 | 9652929 | 1858400 | 23.8424 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.5078 | 0.0044 | 8414760 | -295944 | -3.3975 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 0.4902 | 0.0057 | 8123609 | 700240 | 9.4329 |
| Slate Path Capital LP | 2026-03-31 | 0.4398 | 0.4978 | 7287400 | 7287400 | 0 |
| Vanguard Fiduciary Trust Co | 2026-03-31 | 0.4065 | 0.0078 | 6735722 | 6735722 | 0 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | 2026-04-30 | 2.5327 | 0.2673 | 41970222 | 1708510 | 4.2435 |
| Fidelity Blue Chip Growth Composite | 2026-03-31 | 2.4296 | 0.2239 | 40261712 | 40261712 | 0 |
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 2.0703 | 0.0094 | 34308596 | 84271 | 0.2462 |
| Vanguard Small Cap Index | 2026-04-30 | 1.496 | 0.0836 | 24791179 | -25285 | -0.1019 |
| Vanguard Small Cap Value Index Inv | 2026-04-30 | 0.9555 | 0.1473 | 15834566 | 24265 | 0.1535 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-04-30 | 0.7525 | 0.0823 | 12469990 | 116317 | 0.9416 |
| Fidelity Blue Chip Growth K6 | 2026-04-30 | 0.6245 | 0.3208 | 10349481 | 417500 | 4.2036 |
| Fidelity BlueChip Growth Commingled Pl D | 2026-04-30 | 0.4167 | 0.2603 | 6904731 | 673547 | 10.8093 |
| JPM US Technology A dist USD | 2026-04-30 | 0.4064 | 0.4351 | 6735515 | -93630 | -1.371 |
| iShares Expanded Tech-Software Sect ETF | 2026-05-29 | 0.3856 | 0.2125 | 6390093 | 183427 | 2.9553 |
| Fidelity Series Blue Chip Growth | 2026-04-30 | 0.312 | 0.1777 | 5170159 | -205753 | -3.8273 |
| Fidelity Extended Market Index | 2026-04-30 | 0.3044 | 0.0723 | 5043673 | -829288 | -14.1204 |
| Vanguard Communication Services ETF | 2026-04-30 | 0.2468 | 0.3901 | 4090264 | 17665 | 0.4338 |
| Invesco Main Street Small Cap R6 | 2026-04-30 | 0.2134 | 0.8747 | 3535797 | 3535797 | 0 |
| Global X Artfcl Intlgc & Tech ETF | 2026-05-29 | 0.2011 | 0.1753 | 3332261 | 10350 | 0.3116 |
| Fidelity Blue Chip Growth ETF | 2026-04-30 | 0.1888 | 0.3058 | 3129205 | -195544 | -5.8815 |
| Schwab US Mid-Cap ETF™ | 2026-05-30 | 0.18 | 0.1168 | 2983238 | 0 | 0 |
| Blackrock Extended Mkt Fund CF | 2026-04-30 | 0.1763 | 0.0844 | 2922348 | 36040 | 1.2487 |
| Extended Equity Market Fund E | 2025-12-31 | 0.1742 | 0.1201 | 2886308 | 143705 | 5.2397 |
| Extended Equity Market Fund B | 2025-12-31 | 0.1742 | 0.1201 | 2886308 | 143705 | 5.2397 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ajit Mohan | 2026-04-16 | Sell | 28058 | 6.02 |
| Zachary M Briers | 2026-04-15 | Sell | 11437 | 6.04 |
| Ajit Mohan | 2026-03-16 | Sell | 27743 | 4.59 |
| Derek Andersen | 2026-03-16 | Sell | 92956 | 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 |
| Ajit Mohan | 2025-12-16 | Sell | 28137 | 7.21 |
| Rebecca Morrow | 2025-12-16 | Sell | 3090 | 7.22 |
| Derek Andersen | 2025-12-16 | Sell | 34535 | 7.21 |
| Rebecca Morrow | 2025-12-15 | Sell | 7000 | 7.33 |
| Rebecca Morrow | 2025-11-17 | Sell | 12699 | 8.34 |