Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 7.5551 0.1212 30198865 473819 1.594
Gates Bill & Melinda Foundation 2026-06-30 6.6849 17.3001 26720744 -921600 -3.334
Vanguard Capital Management, LLC 2026-03-31 6.2969 0.1431 25169513 25169513 0
State Street Corp 2026-03-31 4.3785 0.1389 17501722 110974 0.6381
Capital Research Global Investors 2026-06-30 2.6114 0.3245 10438136 1706093 19.5383
Vanguard Portfolio Management, LLC 2026-03-31 2.561 0.1229 10236665 10236665 0
Geode Capital Management, LLC 2026-03-31 2.2995 0.1309 9191350 198344 2.2055
CI Private Wealth LLC 2026-06-30 2.0448 0.0973 8173344 7855846 2474.2978
Ameriprise Financial Inc 2026-03-31 1.8582 0.3958 7427407 743548 11.1245
Morgan Stanley - Brokerage Accounts 2026-03-31 1.7706 0.098 7077170 405518 6.0782
Parnassus Investments LLC 2026-06-30 1.1989 2.8523 4792005 -189573 -3.8055
NORGES BANK 2026-06-30 1.1938 0.106 4771642 115887 2.4891
Royal Bank of Canada 2026-03-31 1.1018 0.1775 4404042 2022187 84.8997
Wells Fargo & Co 2026-03-31 1.0662 0.1847 4261710 525261 14.0578
Northern Trust Corp 2026-03-31 0.9779 0.1187 3908938 46660 1.2081
The Goldman Sachs Group Inc 2026-03-31 0.9123 0.0962 3646613 282453 8.3959
Bank of America Corp 2026-03-31 0.8381 0.0563 3349866 -216362 -6.067
UBS Asset Mgmt Americas Inc 2026-03-31 0.7721 0.1474 3086105 85231 2.8402
Amundi 2026-03-31 0.7464 0.1867 2983433 -289603 -8.8481
Nordea Investment Mgmt Bank Demark A/s 2026-06-30 0.7398 0.5359 2957041 -510747 -14.7283

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 3.1986 0.1261 12785336 35807 0.2808
Vanguard 500 Index Investor 2026-07-31 2.426 0.1299 9697193 101332 1.056
iShares Core S&P 500 ETF 2026-08-31 1.2309 0.122 4919916 -7740 -0.1571
Fidelity 500 Index 2026-07-31 1.1952 0.1299 4777367 37952 0.8008
State Street® SPDR® S&P 500® ETF 2026-08-31 1.1343 0.1223 4533918 1070 0.0236
Capital Group American Mutual Comp 2026-06-30 1.0219 0.7712 4084704 662070 19.3439
American Funds American Mutual A 2026-06-30 1.0219 0.7712 4084704 662070 19.3439
Vanguard MStar Value Index Investor 2026-07-31 0.9569 0.3372 3824714 7110 0.1862
Parnassus Core Equity Investor 2026-07-31 0.8974 3.4466 3586848 16826 0.4713
Capital Group AMCAP Composite 2026-06-30 0.6372 0.598 2546850 962181 60.7181
American Funds AMCAP A 2026-06-30 0.6372 0.598 2546850 962181 60.7181
Columbia Dividend Value 2026-06-30 0.5427 1.0053 2169096 -5311 -0.2443
Columbia Dividend Income Inst 2026-07-31 0.54 1.0048 2158469 -10627 -0.4899
State Street® IndstrlSelSectSPDR®ETF 2026-08-31 0.5366 1.47 2144861 -8820 -0.4095
Vanguard Dividend Appreciation ETF 2026-07-31 0.523 0.3609 2090338 3145 0.1507
Vanguard Institutional Index I 2026-07-31 0.4987 0.1298 1993353 -10623 -0.5301
Bridge Builder Large Cap Growth 2026-08-31 0.4977 1.3642 1989301 0 0
State St S&P 500® Idx SL Cl I 2026-08-31 0.4876 0.1214 1949021 -10487 -0.5352
Nordea 1 - Global Climate & Envir BI EUR 2026-08-31 0.4369 4.218 1746256 0 0
Vanguard Institutional 500 Index Trust 2026-07-31 0.4195 0.13 1676967 7521 0.4505

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ro Khanna 2026-03-30 Purchase 229.79
Ro Khanna 2026-03-23 Purchase 227.6
Christopher P Desantis 2026-03-09 Sell 61 245.5
David L Reed 2026-03-09 Sell 75 245.26
John A Carroll 2026-03-09 Sell 47 245.3
John J Morris 2026-03-09 Sell 4211 243.38
Johnson Varkey 2026-03-09 Sell 121 245.27
John J Morris 2026-03-06 Sell 7979 245.07
Johnson Varkey 2026-03-03 Sell 617 244.13
Kimberly G Stith 2026-03-02 Sell 21 243.13
Tara J Hemmer 2026-03-02 Sell 4818 241.83
Michael J Watson 2026-03-02 Sell 17251 241.81
David L Reed 2026-03-02 Sell 21 242.65
David L Reed 2026-02-26 Sell 37 229.67
John A Carroll 2026-02-26 Sell 37 229.47
Donald J Smith 2026-02-17 Sell 12194 233.48
Rafael Carrasco 2026-02-13 Sell 7352 234.5
John A Carroll 2026-02-11 Sell 1021 234.71
James C Fish Jr 2026-02-10 Sell 5706 230.87
James C Fish Jr 2026-02-09 Sell 30390 230.36

Major Indices