Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 5.52 | 0.7106 | 439957146 | 4304436 | 0.988 |
| BlackRock Inc | 2025-09-30 | 4.3369 | 0.6236 | 345660392 | 1501475 | 0.4363 |
| JPMorgan Chase & Co | 2025-09-30 | 2.9257 | 0.7199 | 233186740 | 134930055 | 137.324 |
| State Street Corp | 2025-09-30 | 2.3187 | 0.6605 | 184805978 | 2242364 | 1.2283 |
| Geode Capital Management, LLC | 2025-09-30 | 1.2107 | 0.6319 | 96493315 | 1935783 | 2.0472 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.0697 | 0.532 | 85254109 | -273458 | -0.3197 |
| Bank of America Corp | 2025-09-30 | 0.9384 | 0.5228 | 74790942 | -227008 | -0.3026 |
| NORGES BANK | 2025-12-31 | 0.7273 | 0.6909 | 57970822 | 3074427 | 5.6004 |
| Northern Trust Corp | 2025-09-30 | 0.5275 | 0.5543 | 42041689 | -630191 | -1.4768 |
| Fisher Asset Management, LLC | 2025-09-30 | 0.5056 | 1.5032 | 40298623 | 634211 | 1.5989 |
| FMR Inc | 2025-12-31 | 0.4964 | 0.2248 | 39567255 | -1879069 | -4.5337 |
| State Farm Mutual Automobile Ins Co | 2025-09-30 | 0.4893 | 3.3505 | 38994947 | -254203 | -0.6477 |
| T. Rowe Price Associates, Inc. | 2025-09-30 | 0.4553 | 0.4001 | 36288232 | 804720 | 2.2679 |
| Franklin Resources Inc | 2025-09-30 | 0.4504 | 0.9226 | 35899581 | -670775 | -1.8342 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.3923 | 0.5413 | 31269628 | 44675 | 0.1431 |
| Ameriprise Financial Inc | 2025-09-30 | 0.3801 | 0.7171 | 30291886 | -1681443 | -5.2589 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.3678 | 0.5419 | 29311383 | -226362 | -0.7663 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.3563 | 0.6355 | 28397212 | -1354562 | -4.5529 |
| The Goldman Sachs Group Inc | 2025-09-30 | 0.3556 | 0.3573 | 28338111 | 827042 | 3.0062 |
| Wells Fargo & Co | 2025-09-30 | 0.3549 | 0.5543 | 28287708 | 405239 | 1.4534 |
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 | 1.7333 | 0.7834 | 138148036 | 396305 | 0.2877 |
| Vanguard 500 Index Investor | 2026-01-31 | 1.4016 | 0.8805 | 111713797 | 696709 | 0.6276 |
| Invesco QQQ Trust | 2026-02-25 | 1.3149 | 3.2595 | 104798019 | -165290 | -0.1575 |
| iShares Core S&P 500 ETF | 2026-02-24 | 0.701 | 0.9425 | 55868664 | 11390324 | 25.6087 |
| Fidelity 500 Index | 2025-12-31 | 0.6958 | 0.8349 | 55455238 | 23364 | 0.0421 |
| State Street® SPDR® S&P 500® ETF | 2026-02-25 | 0.6508 | 0.928 | 51870780 | -7665 | -0.0148 |
| Vanguard Value Index Inv | 2026-01-31 | 0.5063 | 2.1102 | 40351258 | -13655 | -0.0338 |
| Vanguard Institutional Index I | 2026-01-31 | 0.314 | 0.881 | 25029535 | -59792 | -0.2383 |
| Vanguard Dividend Appreciation ETF | 2026-01-31 | 0.3021 | 2.3522 | 24080007 | -147232 | -0.6077 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.293 | 0.8737 | 23349247 | 235900 | 1.0206 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.2456 | 0.8802 | 19575366 | 46829 | 0.2398 |
| Invesco NASDAQ 100 ETF | 2026-02-25 | 0.2345 | 3.2553 | 18693302 | 8057 | 0.0431 |
| Vanguard High Dividend Yield ETF | 2026-01-31 | 0.2198 | 2.353 | 17515871 | 72227 | 0.4141 |
| JPM US Large Cap Growth-MA | 2025-12-31 | 0.2122 | 1.5657 | 16910135 | 15271493 | 931.9603 |
| JPMorgan Large Cap Growth I | 2025-12-31 | 0.2122 | 1.5605 | 16910135 | 349390 | 2.1097 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.1995 | 0.8291 | 15897024 | -275942 | -1.7062 |
| State Street®CnsmrStpSelSectSPDR®ETF | 2026-02-25 | 0.1965 | 11.2908 | 15660140 | -136272 | -0.8627 |
| Russell 1000 Index Fund | 2026-01-31 | 0.1712 | 0.8101 | 13644428 | 140364 | 1.0394 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-12-31 | 0.1705 | 0.7737 | 13588051 | 68321 | 0.5053 |
| Six Circles U.S. Unconstrained Equity | 2025-09-30 | 0.1516 | 4.0934 | 12085592 | -844181 | -6.529 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Latriece Watkins | 2026-02-20 | Sell | 10000 | 121.46 |
| Christopher James Nicholas | 2026-02-20 | Sell | 34082 | 122 |
| John R Furner | 2026-02-19 | Sell | 13125 | 129.1 |
| Daniel J Bartlett | 2026-02-17 | Sell | 1255 | 133.21 |
| Donna Morris | 2026-02-03 | Sell | 76181 | 123.79 |
| John D Rainey | 2026-02-02 | Sell | 20000 | 122.27 |
| Ro Khanna | 2026-01-29 | Purchase | 117.41 | |
| Ro Khanna | 2026-01-23 | Purchase | 117.73 | |
| C Douglas Mcmillon | 2026-01-22 | Sell | 19416 | 119.17 |
| John McGuire | 2026-01-20 | Sell | 118.71 | |
| Daniel J Bartlett | 2026-01-15 | Sell | 1388 | 120 |
| John R Furner | 2026-01-15 | Sell | 13125 | 119.99 |
| Daniel Danker | 2026-01-14 | Sell | 4365 | 120.19 |
| Donna Morris | 2026-01-14 | Sell | 9384 | 120.19 |
| Jonathan L. Jackson | 2026-01-13 | Purchase | 120.36 | |
| C Douglas Mcmillon | 2025-12-26 | Sell | 19416 | 111.83 |
| Kathryn J Mclay | 2025-12-19 | Sell | 4000 | 115.21 |
| John R Furner | 2025-12-18 | Sell | 13125 | 114.91 |
| Julie Johnson | 2025-12-18 | Sell | 114.83 | |
| Daniel J Bartlett | 2025-12-15 | Sell | 1425 | 117 |