Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 6.8941 1.6882 258925024 6538720 2.5908
BlackRock Inc 2026-03-31 5.5407 1.3516 208095009 -1468799 -0.7009
State Street Corp 2026-03-31 3.0539 1.4721 114695458 -147476 -0.1284
Geode Capital Management, LLC 2026-03-31 1.8107 1.5662 68003110 2302135 3.504
JPMorgan Chase & Co 2026-03-31 1.2268 1.0513 46075161 1483545 3.327
Capital World Investors 2026-03-31 1.1424 2.1759 42904073 419621 0.9877
Morgan Stanley - Brokerage Accounts 2026-03-31 1.0431 0.8775 39177400 3394385 9.486
NORGES BANK 2025-12-31 1.0141 1.8324 38086143 814141 2.1843
FMR Inc 2026-03-31 0.9593 0.7055 36027976 -3456486 -8.754
The Goldman Sachs Group Inc 2026-03-31 0.7828 1.2548 29398294 1978636 7.2161
Northern Trust Corp 2026-03-31 0.6832 1.2608 25659609 -145045 -0.5621
T. Rowe Price Associates, Inc. 2026-03-31 0.6606 1.0663 24808882 -790825 -3.0892
CI Private Wealth LLC 2025-12-31 0.5921 0.4586 22236376 21587163 3325.128
Amundi 2026-03-31 0.5904 2.2456 22174884 2727141 14.0229
Legal & General Group PLC 2026-03-31 0.5379 1.7368 20200373 19146 0.0949
Charles Schwab Investment Management Inc 2026-03-31 0.531 1.1328 19943635 213379 1.0815
UBS Asset Mgmt Americas Inc 2026-03-31 0.5259 1.5265 19749768 -460567 -2.2789
Bank of America Corp 2026-03-31 0.5049 0.5153 18962828 -1792777 -8.6376
Amvescap Plc. 2026-03-31 0.451 0.9638 16937277 -42845 -0.2523
Bank of New York Mellon Corp 2026-03-31 0.3949 1.0136 14830253 -200908 -1.3366

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 2.3879 1.5474 89683177 277659 0.3106
Vanguard 500 Index Investor 2026-04-30 1.9418 1.735 72926830 1309616 1.8286
Invesco QQQ Trust 2026-04-30 1.0303 3.3512 38695641 284695 0.7412
iShares Core S&P 500 ETF 2026-04-30 0.9686 1.7358 36377745 106730 0.2943
Fidelity 500 Index 2026-03-31 0.9563 1.8676 35916998 156954 0.4389
State Street® SPDR® S&P 500® ETF 2026-04-30 0.895 1.7379 33613992 109612 0.3272
Vanguard Growth Index Investor 2026-04-30 0.7945 3.1184 29837692 154530 0.5206
American Funds Growth Fund of Amer A 2026-03-31 0.561 2.5563 21069181 -31920 -0.1513
Capital Group Growth Fnd of Amer Comp 2026-03-31 0.561 2.5563 21069181 -31920 -0.1513
Vanguard Institutional Index I 2026-04-30 0.4145 1.7327 15568586 -276720 -1.7464
State St S&P 500® Idx SL Cl I 2026-04-30 0.4037 1.728 15161171 148031 0.986
Vanguard Institutional 500 Index Trust 2026-04-30 0.3379 1.7342 12692385 -10388 -0.0818
Equity Index Non-Lendable Fund B 2025-12-31 0.2967 2.1616 11142968 11142968 0
Equity Index Fund E 2025-12-31 0.2967 2.1616 11142968 -117063 -1.0396
Equity Index Fund A 2025-12-31 0.2967 2.1616 11142968 -117063 -1.0396
State Street® CnsmrDiscSelSectSPDR®ETF 2026-04-30 0.2896 17.9343 10877692 122584 1.1398
iShares Russell 1000 Growth ETF 2026-04-30 0.2833 3.2567 10640918 2545 0.0239
Capital Group New Perspective Comp 2026-03-31 0.2812 2.571 10562820 0 0
American Funds New Perspective A 2026-03-31 0.2812 2.571 10562820 0 0
Blackrock Eq Idx Fund CF 2026-03-31 0.2704 1.8558 10156166 -29844 -0.293

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Kathleen Wilson-Thompson 2026-03-30 Sell 25809 359.33
Ro Khanna 2026-03-30 Purchase 355.28
Gilbert Ray Cisneros, Jr. 2026-03-13 Sell 391.2
Ro Khanna 2026-03-10 Purchase 399.23
Vaibhav Taneja 2026-03-06 Sell 2264 397.03
Kathleen Wilson-Thompson 2026-02-25 Sell 25731 415.56
Ro Khanna 2026-02-24 Sell 409.38
Ro Khanna 2026-02-06 Sell 411.11
Ro Khanna 2026-02-05 Sell 397.21
Ro Khanna 2026-01-23 Purchase 449.06
Gilbert Ray Cisneros, Jr. 2026-01-09 Purchase 445.01
James R Murdoch 2026-01-02 Sell 60000 445.4
Kimbal Musk 2025-12-09 Sell 56820 450.66
Vaibhav Taneja 2025-12-08 Sell 2637 443.93
Gilbert Ray Cisneros, Jr. 2025-11-18 Purchase 401.25
Lisa C. McClain 2025-10-31 Sell 456.56
Lisa C. McClain 2025-10-30 Sell 440.1
Lisa C. McClain 2025-10-30 Purchase 440.1
Gilbert Ray Cisneros, Jr. 2025-10-17 Purchase 439.31
Marjorie Taylor Greene 2025-10-15 Purchase 435.15

Major Indices