Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 8.1849 | 0.3473 | 73467531 | -1276021 | -1.7072 |
| Vanguard Capital Management, LLC | 2026-03-31 | 6.5587 | 0.394 | 58870777 | 58870777 | 0 |
| State Street Corp | 2026-03-31 | 5.0504 | 0.4235 | 45332186 | 100016 | 0.2211 |
| Capital World Investors | 2026-06-30 | 3.3298 | 1.4677 | 29887932 | 2104517 | 7.5747 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 2.6779 | 0.3398 | 24036504 | 24036504 | 0 |
| Geode Capital Management, LLC | 2026-03-31 | 2.5366 | 0.382 | 22768695 | 977105 | 4.4839 |
| T. Rowe Price Associates, Inc. | 2026-03-31 | 2.3255 | 0.653 | 20873946 | 2044892 | 10.8603 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 2.3193 | 0.8607 | 20817755 | 12377403 | 146.6456 |
| JPMorgan Chase & Co | 2026-03-31 | 2.1282 | 0.3212 | 19102541 | 1903448 | 11.0671 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.6671 | 0.244 | 14963569 | -826526 | -5.2345 |
| NORGES BANK | 2026-06-30 | 1.419 | 0.5277 | 12736973 | -519719 | -3.9204 |
| FMR Inc | 2026-03-31 | 1.339 | 0.1713 | 12019046 | -679996 | -5.3547 |
| Bank of America Corp | 2026-03-31 | 1.305 | 0.2317 | 11713684 | 2097859 | 21.8167 |
| Wellington Management Company LLP | 2026-06-30 | 1.1893 | 0.7648 | 10675175 | 583536 | 5.7824 |
| Capital Research Global Investors | 2026-06-30 | 1.1736 | 0.6108 | 10534177 | -6578041 | -38.4406 |
| Bank of New York Mellon Corp | 2026-03-31 | 1.1239 | 0.5019 | 10088271 | 931037 | 10.1672 |
| Fisher Asset Management, LLC | 2026-06-30 | 1.0118 | 1.1241 | 9082269 | 3844568 | 73.4018 |
| Dodge & Cox | 2026-06-30 | 1.0107 | 1.9741 | 9072258 | -394498 | -4.1672 |
| Northern Trust Corp | 2026-03-31 | 0.9782 | 0.314 | 8779907 | -67003 | -0.7574 |
| CI Private Wealth LLC | 2026-06-30 | 0.9416 | 0.3125 | 8451751 | 7904538 | 1444.5084 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2026-07-31 | 3.2217 | 0.5215 | 28918062 | 82128 | 0.2848 |
| Vanguard 500 Index Investor | 2026-07-31 | 2.6559 | 0.5843 | 23839523 | 250228 | 1.0608 |
| iShares Core S&P 500 ETF | 2026-08-31 | 1.3473 | 0.5336 | 12093349 | -19008 | -0.1569 |
| Fidelity 500 Index | 2026-07-31 | 1.3083 | 0.5841 | 11743251 | 93303 | 0.8009 |
| State Street® SPDR® S&P 500® ETF | 2026-08-31 | 1.24 | 0.5341 | 11130345 | 2630 | 0.0236 |
| Schwab US Dividend Equity ETF™ | 2026-08-29 | 1.2251 | 3.8486 | 10996365 | 27370 | 0.2495 |
| Capital Group Wash Mutual Invtrs Comp | 2026-06-30 | 0.9865 | 1.6804 | 8854811 | -537456 | -5.7223 |
| American Funds Washington Mutual A | 2026-06-30 | 0.9865 | 1.6804 | 8854811 | -537456 | -5.7223 |
| Vanguard MStar Value Index Investor | 2026-07-31 | 0.9637 | 1.3952 | 8650459 | 15216 | 0.1762 |
| American Funds American Balanced A | 2026-06-30 | 0.9197 | 1.191 | 8255111 | -108804 | -1.3009 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-08-31 | 0.7223 | 5.7458 | 6483538 | -15132 | -0.2328 |
| Dodge & Cox Stock I | 2026-06-30 | 0.6685 | 2.1128 | 6000460 | -501800 | -7.7173 |
| American Funds Income Fd of Amer A | 2026-06-30 | 0.6267 | 1.6093 | 5625179 | -143872 | -2.4939 |
| Vanguard Dividend Appreciation ETF | 2026-07-31 | 0.5724 | 1.6229 | 5138234 | 7693 | 0.1499 |
| State Street®SPDR®DowJonesIndstrAvgETFTr | 2026-08-31 | 0.5654 | 4.3472 | 5075224 | -23736 | -0.4655 |
| American Funds Fundamental Invs A | 2026-06-30 | 0.5472 | 1.1265 | 4911351 | 456868 | 10.2564 |
| Capital Group Fundamental Invtrs Comp | 2026-06-30 | 0.5472 | 1.1265 | 4911351 | 456868 | 10.2564 |
| Vanguard Institutional Index I | 2026-07-31 | 0.5461 | 0.5838 | 4901654 | -24349 | -0.4943 |
| State St S&P 500® Idx SL Cl I | 2026-08-31 | 0.5338 | 0.5306 | 4790961 | -25764 | -0.5349 |
| Capital Group Growth Fnd of Amer Comp | 2026-06-30 | 0.4675 | 0.4887 | 4196162 | 1098805 | 35.4756 |
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 |