Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 10.1122 | 0.4384 | 91600260 | 995210 | 1.0984 |
| BlackRock Inc | 2025-09-30 | 8.2014 | 0.4491 | 74291898 | -1020189 | -1.3546 |
| State Street Corp | 2025-09-30 | 4.8698 | 0.5282 | 44112336 | -814208 | -1.8123 |
| JPMorgan Chase & Co | 2025-09-30 | 4.0967 | 0.3839 | 37109292 | 17113069 | 85.5815 |
| Geode Capital Management, LLC | 2025-09-30 | 2.4051 | 0.4785 | 21786025 | 473843 | 2.2233 |
| Capital World Investors | 2025-09-30 | 2.403 | 1.0267 | 21766922 | 3439182 | 18.7649 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 2.0036 | 0.6705 | 18148977 | -3768686 | -17.1947 |
| Capital Research & Mgmt Co - Division 3 | 2025-09-30 | 1.9319 | 0.9756 | 17499949 | 1747337 | 11.0924 |
| Wellington Management Company LLP | 2025-12-31 | 1.732 | 0.9076 | 15688774 | -827153 | -5.0082 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.6821 | 0.3185 | 15236682 | 134179 | 0.8885 |
| NORGES BANK | 2025-12-31 | 1.4635 | 0.4682 | 13256692 | 956769 | 7.7787 |
| Capital Research Global Investors | 2025-09-30 | 1.4398 | 0.845 | 13042049 | 7293009 | 126.8561 |
| FMR Inc | 2025-12-31 | 1.4019 | 0.2137 | 12699042 | -991945 | -7.2452 |
| Bank of America Corp | 2025-09-30 | 1.1545 | 0.2449 | 10457548 | 104459 | 1.009 |
| Dodge & Cox | 2025-12-31 | 1.0126 | 1.6345 | 9172769 | -332867 | -3.5018 |
| Northern Trust Corp | 2025-09-30 | 1.0057 | 0.4024 | 9109692 | 144109 | 1.6074 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.9318 | 0.4329 | 8440352 | 378453 | 4.6943 |
| Royal Bank of Canada | 2025-09-30 | 0.9041 | 0.4634 | 8189332 | -7667364 | -48.3541 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.8555 | 0.4801 | 7749822 | -128676 | -1.6333 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7593 | 0.5157 | 6877752 | -1730837 | -20.1059 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 3.1487 | 0.3895 | 28521727 | 63475 | 0.223 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.5476 | 0.4381 | 23077222 | 143856 | 0.6273 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2737 | 0.433 | 11537877 | 1927456 | 20.0559 |
| Fidelity 500 Index | 2025-12-31 | 1.2646 | 0.511 | 11455585 | 17772 | 0.1554 |
| Capital Group Wash Mutual Invtrs Comp | 2025-12-31 | 1.1898 | 1.7087 | 10777464 | 593991 | 5.8329 |
| American Funds Washington Mutual A | 2025-12-31 | 1.1898 | 1.7087 | 10777464 | 593991 | 5.8329 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.1801 | 0.4391 | 10689846 | -19008 | -0.1775 |
| Vanguard Value Index Inv | 2026-01-31 | 0.9202 | 1.0498 | 8335425 | -2882 | -0.0346 |
| American Funds American Balanced A | 2025-12-31 | 0.793 | 0.8791 | 7182899 | 129911 | 1.8419 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-02-26 | 0.7378 | 4.5549 | 6683692 | 25080 | 0.3767 |
| Dodge & Cox Stock I | 2025-12-31 | 0.6932 | 1.7321 | 6279460 | -232300 | -3.5674 |
| State Street® Dow Jones Indstr AvrgETFTr | 2026-02-26 | 0.6121 | 3.5625 | 5544584 | -43078 | -0.7709 |
| Loomis Sayles Long Corp Disc Alpha | 2025-12-31 | 0.6087 | 1.444 | 5514000 | 564000 | 11.3939 |
| Long Corporate Disciplined Alpha CIT | 2025-12-31 | 0.6087 | 1.444 | 5514000 | 5514000 | 0 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5708 | 0.4383 | 5170419 | -12392 | -0.2391 |
| Vanguard Dividend Appreciation ETF | 2026-01-31 | 0.5489 | 1.1697 | 4971886 | -29784 | -0.5955 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5325 | 0.4347 | 4823334 | 48720 | 1.0204 |
| Vanguard Health Care Inv | 2025-12-31 | 0.5268 | 3.9738 | 4772250 | 0 | 0 |
| Capital Group Growth Fnd of Amer Comp | 2025-12-31 | 0.4989 | 0.4441 | 4519390 | 0 | 0 |
| American Funds Growth Fund of Amer A | 2025-12-31 | 0.4989 | 0.4441 | 4519390 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-01-29 | Sell | 292.2 | |
| Ro Khanna | 2026-01-23 | Purchase | 356.46 | |
| Ro Khanna | 2026-01-13 | Sell | 334 | |
| Kevin Hern | 2025-12-23 | Sell | 324.75 | |
| Gilbert Ray Cisneros, Jr. | 2025-12-19 | Purchase | 327.41 | |
| Julie Johnson | 2025-12-18 | Sell | 328.41 | |
| Julie Johnson | 2025-11-13 | Sell | 332.53 | |
| Gilbert Ray Cisneros, Jr. | 2025-11-12 | Sell | 339.18 | |
| Ro Khanna | 2025-11-10 | Purchase | 321.52 | |
| Richard McCormick | 2025-11-05 | Purchase | 327.68 | |
| Michael T. McCaul | 2025-11-04 | Purchase | 330.56 | |
| Lisa C. McClain | 2025-10-31 | Sell | 341.46 | |
| Lisa C. McClain | 2025-10-30 | Sell | 344.57 | |
| Lisa C. McClain | 2025-10-30 | Purchase | 344.57 | |
| Michael T. McCaul | 2025-10-27 | Sell | 365.97 | |
| Gilbert Ray Cisneros, Jr. | 2025-10-09 | Purchase | 367.69 | |
| Markwayne Mullin | 2025-09-24 | Purchase | 351.87 | |
| Val T. Hoyle | 2025-09-23 | Sell | 347.89 | |
| Richard McCormick | 2025-09-18 | Sell | 334.74 | |
| Charles D Baker | 2025-09-11 | Sell | 27 | 356.05 |