Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 10.0865 0.4384 91600260 995210 1.0984
BlackRock Inc 2026-03-31 8.0899 0.3473 73467531 -1276021 -1.7072
State Street Corp 2026-03-31 4.9917 0.4235 45332186 100016 0.2211
Capital World Investors 2026-03-31 3.0594 1.0256 27783415 5192373 22.9842
Geode Capital Management, LLC 2026-03-31 2.5072 0.382 22768695 977105 4.4839
T. Rowe Price Associates, Inc. 2026-03-31 2.2985 0.653 20873946 2044892 10.8603
Charles Schwab Investment Management Inc 2026-03-31 2.2923 0.8607 20817755 12377403 146.6456
JPMorgan Chase & Co 2026-03-31 2.1035 0.3212 19102541 1903448 11.0671
Capital Research Global Investors 2026-03-31 1.8843 0.7183 17112218 10850420 173.2796
Morgan Stanley - Brokerage Accounts 2026-03-31 1.6477 0.244 14963569 -826526 -5.2345
NORGES BANK 2025-12-31 1.4598 0.4682 13256692 956769 7.7787
FMR Inc 2026-03-31 1.3235 0.1713 12019046 -679996 -5.3547
Bank of America Corp 2026-03-31 1.2898 0.2317 11713684 2097859 21.8167
Wellington Management Company LLP 2026-03-31 1.1112 0.51 10091639 -5597135 -35.6761
Bank of New York Mellon Corp 2026-03-31 1.1109 0.5019 10088271 931037 10.1672
Dodge & Cox 2026-03-31 1.0424 1.4077 9466756 293987 3.205
Capital Research & Mgmt Co - Division 3 2026-03-31 0.9912 0.5708 9001312 -9653799 -51.7488
Northern Trust Corp 2026-03-31 0.9668 0.314 8779907 -67003 -0.7574
The Goldman Sachs Group Inc 2026-03-31 0.863 0.2435 7837182 1647946 26.626
UBS Asset Mgmt Americas Inc 2026-03-31 0.8196 0.4187 7442890 192042 2.6485

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 3.1783 0.4835 28863858 89095 0.3096
Vanguard 500 Index Investor 2026-04-30 2.5863 0.5425 23487660 421224 1.8261
Schwab US Dividend Equity ETFâ„¢ 2026-04-30 1.3547 5.1078 12302402 10584 0.0861
iShares Core S&P 500 ETF 2026-04-30 1.2902 0.5427 11716665 34385 0.2943
Fidelity 500 Index 2026-03-31 1.2738 0.4378 11568258 40323 0.3498
State Street® SPDR® S&P 500® ETF 2026-04-30 1.1914 0.543 10819183 35309 0.3274
Capital Group Wash Mutual Invtrs Comp 2026-03-31 1.0342 1.2746 9392267 -1385197 -12.8527
American Funds Washington Mutual A 2026-03-31 1.0342 1.2746 9392267 -1385197 -12.8527
Vanguard Value Index Inv 2026-04-30 0.9246 1.3019 8396272 24460 0.2922
American Funds American Balanced A 2026-03-31 0.921 0.8585 8363915 1181016 16.4421
State Street®HlthCrSelSectSPDR®ETF 2026-04-30 0.7186 6.3755 6526159 -64260 -0.9751
Dodge & Cox Stock I 2026-03-31 0.716 1.5383 6502260 222800 3.5481
American Funds Invmt Co of Amer A 2026-03-31 0.7011 1.0384 6366821 3755135 143.782
Capital Group Investment Co of Amer Comp 2026-03-31 0.7011 1.0384 6366821 3755135 143.782
American Funds Income Fund of Amer A 2026-03-31 0.6353 1.1024 5769051 3462453 150.1108
State Street®SPDR®DowJonesIndstrAvgETFTr 2026-04-30 0.5831 4.5905 5295347 -40001 -0.7497
Vanguard Dividend Appreciation ETF 2026-04-30 0.56 1.5046 5086013 14114 0.2783
Vanguard Institutional Index I 2026-04-30 0.5522 0.5418 5014371 -89110 -1.7461
State St S&P 500® Idx SL Cl I 2026-04-30 0.5377 0.5403 4883165 47671 0.9859
American Funds Fundamental Invs A 2026-03-31 0.4905 0.7831 4454483 211355 4.9811

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ro Khanna 2026-03-23 Purchase 269.62
Ro Khanna 2026-03-20 Sell 277.32
Richard McCormick 2026-03-19 Purchase 280.35
Gilbert Ray Cisneros, Jr. 2026-03-13 Purchase 282.02
Ro Khanna 2026-03-10 Purchase 282.23
Markwayne Mullin 2026-02-25 Purchase 284.11
Ro Khanna 2026-02-24 Sell 273.92
Ro Khanna 2026-02-17 Sell 289.04
Gilbert Ray Cisneros, Jr. 2026-02-10 Sell 273
Josh Gottheimer 2026-02-05 Purchase 268.54
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

Major Indices