Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 6.9002 | 1.6882 | 258925024 | 6538720 | 2.5908 |
| BlackRock Inc | 2025-09-30 | 5.5095 | 1.6095 | 206739699 | 776922 | 0.3772 |
| State Street Corp | 2025-09-30 | 3.0317 | 1.7544 | 113762849 | 344162 | 0.3034 |
| JPMorgan Chase & Co | 2025-09-30 | 2.3792 | 1.1894 | 89279010 | 43263400 | 94.019 |
| Geode Capital Management, LLC | 2025-12-31 | 1.7509 | 1.8159 | 65700975 | 375946 | 0.5755 |
| Capital World Investors | 2025-12-31 | 1.1322 | 2.5985 | 42484452 | -1551497 | -3.5233 |
| FMR Inc | 2025-12-31 | 1.0522 | 0.9054 | 39484462 | 3393342 | 9.4022 |
| NORGES BANK | 2025-12-31 | 1.015 | 1.8324 | 38086143 | 814141 | 2.1843 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 0.9633 | 0.9733 | 36146709 | -7090349 | -16.3988 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 0.7457 | 1.3314 | 27983601 | 3638218 | 14.9442 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.7307 | 1.5124 | 27419658 | -2464745 | -8.2476 |
| Northern Trust Corp | 2025-09-30 | 0.6989 | 1.4919 | 26224278 | -123955 | -0.4704 |
| CI Private Wealth LLC | 2025-12-31 | 0.5926 | 0.4586 | 22236376 | 21587163 | 3325.128 |
| Legal & General Group PLC | 2025-12-31 | 0.5378 | 2.0128 | 20181227 | 1043213 | 5.451 |
| Bank of America Corp | 2025-09-30 | 0.5289 | 0.5986 | 19846513 | -6134966 | -23.6128 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.5276 | 1.9119 | 19798871 | -4958581 | -20.0286 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.5258 | 1.3787 | 19730256 | 373949 | 1.9319 |
| Amundi | 2025-12-31 | 0.5183 | 2.3767 | 19447743 | 1056232 | 5.743 |
| Barclays PLC | 2025-09-30 | 0.4348 | 1.5732 | 16315731 | -4190432 | -20.435 |
| HSBC Holdings PLC | 2025-12-31 | 0.4177 | 1.899 | 15674624 | 7660340 | 95.5836 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 2.383 | 1.7172 | 89419643 | 375244 | 0.4214 |
| Vanguard 500 Index Investor | 2026-02-28 | 1.926 | 1.9201 | 72272359 | 687215 | 0.96 |
| Invesco QQQ Trust | 2026-03-31 | 1.015 | 3.7964 | 38085568 | 14760 | 0.0388 |
| iShares Core S&P 500 ETF | 2026-03-31 | 0.9634 | 1.8662 | 36151733 | -19680 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 0.953 | 1.9215 | 35760044 | 58948 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 0.8691 | 1.8645 | 32610576 | -80164 | -0.2452 |
| Vanguard Growth Index Investor | 2026-02-28 | 0.7959 | 3.578 | 29866371 | 90826 | 0.305 |
| American Funds Growth Fund of Amer A | 2025-12-31 | 0.5623 | 2.8245 | 21101101 | -979281 | -4.4351 |
| Capital Group Growth Fnd of Amer Comp | 2025-12-31 | 0.5623 | 2.8245 | 21101101 | -979281 | -4.4351 |
| Vanguard Institutional Index I | 2026-02-28 | 0.4242 | 1.9188 | 15917346 | -121427 | -0.7571 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.4001 | 1.8472 | 15013140 | 34160 | 0.2281 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.3363 | 1.9178 | 12618654 | 74789 | 0.5962 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.297 | 2.1616 | 11142968 | 11142968 | 0 |
| Equity Index Fund A | 2025-12-31 | 0.297 | 2.1616 | 11142968 | -117063 | -1.0396 |
| Equity Index Fund E | 2025-12-31 | 0.297 | 2.1616 | 11142968 | -117063 | -1.0396 |
| State Street® CnsmrDiscSelSectSPDR®ETF | 2026-03-31 | 0.2885 | 18.9566 | 10825731 | -142616 | -1.3003 |
| iShares Russell 1000 Growth ETF | 2026-03-31 | 0.2846 | 3.5491 | 10681103 | 10175 | 0.0954 |
| Capital Group New Perspective Comp | 2025-12-31 | 0.2815 | 2.9193 | 10562820 | -561883 | -5.0508 |
| American Funds New Perspective A | 2025-12-31 | 0.2815 | 2.9193 | 10562820 | -561883 | -5.0508 |
| Blackrock Eq Idx Fund CF | 2026-03-31 | 0.2707 | 1.8558 | 10156166 | -29844 | -0.293 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-30 | Purchase | 355.28 | |
| Kathleen Wilson-Thompson | 2026-03-30 | Sell | 25809 | 359.33 |
| 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 |