Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 5.5284 0.7106 439957146 4304436 0.988
BlackRock Inc 2026-03-31 4.4368 0.7667 353085648 3522426 1.0077
Vanguard Capital Management, LLC 2026-03-31 3.5794 0.8757 284852775 284852775 0
State Street Corp 2026-03-31 2.3364 0.7994 185928865 1225015 0.6632
JPMorgan Chase & Co 2026-03-31 1.5389 0.9713 122469785 7036146 6.0954
Geode Capital Management, LLC 2026-03-31 1.3302 0.8149 105856140 2845431 2.7623
Vanguard Portfolio Management, LLC 2026-03-31 1.1774 0.6084 93696778 93696778 0
Morgan Stanley - Brokerage Accounts 2026-03-31 1.0795 0.6432 85906471 1633455 1.9383
Bank of America Corp 2026-03-31 0.8274 0.5982 65844247 -3355984 -4.8497
NORGES BANK 2025-12-31 0.7285 0.6909 57970822 3074427 5.6004
Amvescap Plc. 2026-03-31 0.547 0.8281 43531267 18513300 74
Northern Trust Corp 2026-03-31 0.5248 0.6861 41765304 39072 0.0936
Fisher Asset Management, LLC 2026-03-31 0.5149 1.727 40977756 350904 0.8637
State Farm Mutual Automobile Ins Co 2026-03-31 0.49 3.8203 38994947 0 0
The Goldman Sachs Group Inc 2026-03-31 0.4784 0.5432 38069182 4445645 13.2218
FMR Inc 2026-03-31 0.3993 0.208 31777449 -7789806 -19.6875
Charles Schwab Investment Management Inc 2026-03-31 0.3815 0.5766 30358320 -911308 -2.9144
Wells Fargo & Co 2026-03-31 0.368 0.6862 29282350 920148 3.2443
Bank of New York Mellon Corp 2026-03-31 0.3536 0.643 28142040 1681353 6.3542
Royal Bank of Canada 2026-03-31 0.3492 0.6058 27792734 1927881 7.4537

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 1.7524 0.8332 139686570 442377 0.3177
Vanguard 500 Index Investor 2026-04-30 1.426 0.9348 113663544 2041089 1.8286
Invesco QQQ Trust 2026-05-29 1.3291 2.4811 105942333 498771 0.473
iShares Core S&P 500 ETF 2026-05-29 0.7246 0.7796 57754259 176571 0.3067
Fidelity 500 Index 2026-04-30 0.7047 0.9361 56175095 193262 0.3452
State Street® SPDR® S&P 500® ETF 2026-05-31 0.6631 0.7803 52858889 56056 0.1062
Vanguard Value Index Inv 2026-04-30 0.5097 2.2436 40631633 119377 0.2947
Vanguard Dividend Appreciation ETF 2026-04-30 0.3088 2.5928 24612317 68079 0.2774
Vanguard Institutional Index I 2026-04-30 0.3044 0.9336 24266126 -431136 -1.7457
State St S&P 500® Idx SL Cl I 2026-05-31 0.295 0.7772 23513380 -117500 -0.4972
Invesco NASDAQ 100 ETF 2026-05-29 0.2606 2.4787 20771444 60636 0.2928
Vanguard Institutional 500 Index Trust 2026-04-30 0.2482 0.9344 19782962 -16194 -0.0818
Equity Index Fund E 2025-12-31 0.2182 0.8357 17390511 -221886 -1.2598
Equity Index Non-Lendable Fund B 2025-12-31 0.2182 0.8357 17390511 17390511 0
Equity Index Fund A 2025-12-31 0.2182 0.8357 17390511 -221886 -1.2598
JPMorgan Large Cap Growth I 2026-04-30 0.2121 1.8952 16910135 0 0
Blackrock Eq Idx Fund CF 2026-03-31 0.1986 0.9672 15833633 -63392 -0.3988
Russell 1000 Index Fund 2026-05-31 0.1763 0.7239 14051852 0 0
State Street®CnsmrStpSelSectSPDR®ETF 2026-05-31 0.1744 10.8331 13899292 -39050 -0.2802
Russell 1000 Index Non-Lendable Fund B 2025-12-31 0.1705 0.7737 13588051 13588051 0

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
C Douglas Mcmillon 2026-04-23 Sell 19416 132.21
Christopher James Nicholas 2026-04-16 Sell 2900 124.72
John R Furner 2026-04-16 Sell 13125 124.84
Daniel J Bartlett 2026-04-15 Sell 1335 124.63
C Douglas Mcmillon 2026-03-26 Sell 19416 123.16
John R Furner 2026-03-19 Sell 13125 121.96
John D Rainey 2026-03-02 Sell 20000 127.79
C Douglas Mcmillon 2026-02-26 Sell 19416 126.71
Ro Khanna 2026-02-24 Purchase 126.75
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

Major Indices