Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 8.0669 | 0.0985 | 68496420 | 1218432 | 1.811 |
| BlackRock Inc | 2025-09-30 | 5.6776 | 0.0705 | 48208418 | -1941262 | -3.8709 |
| State Street Corp | 2025-09-30 | 3.6584 | 0.09 | 31063250 | 288720 | 0.9382 |
| FMR Inc | 2025-12-31 | 3.2987 | 0.1417 | 28009332 | 7551774 | 36.9143 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 3.1966 | 0.4183 | 27142759 | 856125 | 3.2569 |
| Geode Capital Management, LLC | 2025-09-30 | 1.992 | 0.0901 | 16913838 | 290004 | 1.7445 |
| Bank of America Corp | 2025-09-30 | 1.3499 | 0.0649 | 11462160 | 2811041 | 32.4934 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.2583 | 0.054 | 10684511 | 1019029 | 10.543 |
| JPMorgan Chase & Co | 2025-09-30 | 1.1051 | 0.0235 | 9383670 | -196031 | -2.0463 |
| NORGES BANK | 2025-12-31 | 1.0715 | 0.0965 | 9098158 | 659067 | 7.8097 |
| Victory Capital Management Inc. | 2025-09-30 | 0.9412 | 0.3901 | 7991490 | 761217 | 10.5282 |
| UBS Group AG | 2025-09-30 | 0.885 | 0.0983 | 7514800 | 1153051 | 18.1247 |
| Northern Trust Corp | 2025-09-30 | 0.8384 | 0.0761 | 7118896 | -351858 | -4.7098 |
| Amvescap Plc. | 2025-09-30 | 0.7919 | 0.0885 | 6724265 | 993461 | 17.3355 |
| Royal Bank of Canada | 2025-09-30 | 0.5615 | 0.0653 | 4767551 | -4280517 | -47.3086 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.5613 | 0.0992 | 4765980 | -306302 | -6.0387 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.5272 | 0.0671 | 4476090 | -100076 | -2.1869 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 0.5191 | 0.0394 | 4407724 | -807788 | -15.4882 |
| The Goldman Sachs Group Inc | 2025-09-30 | 0.5086 | 0.0441 | 4318497 | -2501603 | -36.6799 |
| Nordea Investment Mgmt Bank Demark A/s | 2025-12-31 | 0.5046 | 0.366 | 4284342 | 40536 | 0.9552 |
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 | 2.7423 | 0.1177 | 23284994 | 48978 | 0.2108 |
| Schwab US Dividend Equity ETF™ | 2026-02-27 | 2.6801 | 3.1185 | 22756964 | 50099 | 0.2206 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.2173 | 0.1323 | 18827499 | 117179 | 0.6263 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.1085 | 0.1415 | 9412533 | 1897602 | 25.2511 |
| Fidelity 500 Index | 2025-12-31 | 1.1006 | 0.1253 | 9345550 | 50034 | 0.5383 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.0271 | 0.1457 | 8721099 | -15516 | -0.1776 |
| Vanguard Value Index Inv | 2026-01-31 | 0.8008 | 0.3171 | 6799924 | -2454 | -0.0361 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-02-26 | 0.5098 | 1.5912 | 4328566 | 22914 | 0.5322 |
| Vanguard Institutional Index I | 2026-01-31 | 0.4967 | 0.1324 | 4217609 | -10592 | -0.2505 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.4634 | 0.1313 | 3934924 | 39800 | 1.0218 |
| Strategic Advisers Fidelity US TtlStk | 2025-12-31 | 0.4299 | 0.1764 | 3650706 | 60405 | 1.6824 |
| Pioneer US Large Core Equity | 2025-12-31 | 0.4253 | 3.5399 | 3611084 | 1016360 | 39.1703 |
| Victory Pioneer A | 2025-12-31 | 0.4211 | 3.5045 | 3575175 | 1461691 | 69.1603 |
| VanEck Morningstar Wide Moat | 2025-12-31 | 0.4136 | 2.6966 | 3511568 | 89698 | 2.6213 |
| VanEck Morningstar Wide Moat ETF | 2026-02-27 | 0.4046 | 3.072 | 3435525 | -4230 | -0.123 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.3885 | 0.1323 | 3298914 | 23533 | 0.7185 |
| Vanguard High Dividend Yield ETF | 2026-01-31 | 0.348 | 0.3539 | 2954533 | 11784 | 0.4004 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.3154 | 0.1244 | 2678186 | -33907 | -1.2502 |
| Pacer US Cash Cows 100 ETF | 2026-02-26 | 0.3048 | 1.5925 | 2588057 | 2588057 | 0 |
| Fidelity Series Large Cap Stock | 2025-12-31 | 0.2959 | 1.0145 | 2512256 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-01-29 | Sell | 105.86 | |
| Norman M Brothers Jr | 2026-01-28 | Sell | 25014 | 106.15 |
| Gilbert Ray Cisneros, Jr. | 2026-01-09 | Purchase | 108.11 | |
| Gilbert Ray Cisneros, Jr. | 2025-11-18 | Purchase | 92.95 | |
| Katie Boyd Britt | 2025-11-07 | Purchase | 95.98 | |
| Scott DesJarlais | 2025-10-28 | Sell | 96.52 | |
| Marjorie Taylor Greene | 2025-10-09 | Purchase | 85.28 | |
| Ro Khanna | 2025-09-29 | Purchase | 84.46 | |
| Val T. Hoyle | 2025-09-23 | Sell | 84.35 | |
| Lisa C. McClain | 2025-09-11 | Sell | 84.64 | |
| Ro Khanna | 2025-09-05 | Purchase | 84.96 | |
| Marjorie Taylor Greene | 2025-08-28 | Purchase | 87.25 | |
| Ro Khanna | 2025-08-26 | Sell | 87.48 | |
| Christiana Smith Shi | 2025-08-22 | Purchase | 500 | 88.17 |
| Dan Newhouse | 2025-08-18 | Purchase | 86.52 | |
| Gilbert Ray Cisneros, Jr. | 2025-08-05 | Sell | 86.79 | |
| Lisa C. McClain | 2025-08-04 | Purchase | 84.96 | |
| Ro Khanna | 2025-08-04 | Sell | 84.96 | |
| Marjorie Taylor Greene | 2025-08-04 | Purchase | 84.96 | |
| Carol B Tome | 2025-08-01 | Purchase | 11682 | 85.67 |