Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-12-31 5.5185 0.7106 439957146 4304436 0.988
BlackRock Inc 2025-09-30 4.3357 0.6236 345660392 1501475 0.4363
JPMorgan Chase & Co 2025-09-30 2.9249 0.7199 233186740 134930055 137.324
State Street Corp 2025-09-30 2.3181 0.6605 184805978 2242364 1.2283
Geode Capital Management, LLC 2025-12-31 1.2921 0.7052 103010709 6517394 6.7542
Morgan Stanley - Brokerage Accounts 2025-09-30 1.0694 0.532 85254109 -273458 -0.3197
Bank of America Corp 2025-09-30 0.9381 0.5228 74790942 -227008 -0.3026
NORGES BANK 2025-12-31 0.7271 0.6909 57970822 3074427 5.6004
Northern Trust Corp 2025-09-30 0.5273 0.5543 42041689 -630191 -1.4768
Millennium Management LLC 2025-12-31 0.5115 1.9105 40777563 37075626 1001.5196
Fisher Asset Management, LLC 2025-12-31 0.5096 1.5448 40626852 328229 0.8145
FMR Inc 2025-12-31 0.4963 0.2248 39567255 -1879069 -4.5337
State Farm Mutual Automobile Ins Co 2025-12-31 0.4891 3.4121 38994947 0 0
T. Rowe Price Associates, Inc. 2025-09-30 0.4552 0.4001 36288232 804720 2.2679
Franklin Resources Inc 2025-09-30 0.4503 0.9226 35899581 -670775 -1.8342
The Goldman Sachs Group Inc 2025-12-31 0.4217 0.4594 33623537 5285426 18.6513
Charles Schwab Investment Management Inc 2025-12-31 0.3922 0.5413 31269628 44675 0.1431
Ameriprise Financial Inc 2025-09-30 0.38 0.7171 30291886 -1681443 -5.2589
Bank of New York Mellon Corp 2025-09-30 0.3677 0.5419 29311383 -226362 -0.7663
UBS Asset Mgmt Americas Inc 2025-09-30 0.3562 0.6355 28397212 -1354562 -4.5529

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Total Stock Mkt Idx Inv 2026-02-28 1.7398 0.8467 138703514 555478 0.4021
Vanguard 500 Index Investor 2026-02-28 1.4147 0.9525 112786298 1072501 0.96
Invesco QQQ Trust 2026-03-31 1.2914 3.4309 102954591 39900 0.0388
iShares Core S&P 500 ETF 2026-03-31 0.7068 0.9724 56347478 -30672 -0.0544
Fidelity 500 Index 2026-02-28 0.7 0.9532 55805494 91992 0.1651
State Street® SPDR® S&P 500® ETF 2026-03-31 0.6375 0.9714 50822901 -124950 -0.2453
Vanguard Value Index Inv 2026-02-28 0.5123 2.1822 40845772 494514 1.2255
Vanguard Institutional Index I 2026-02-28 0.3116 0.9519 24840518 -189017 -0.7552
Vanguard Dividend Appreciation ETF 2026-02-28 0.3033 2.4846 24179836 99829 0.4146
State St S&P 500® Indx SL Cl III 2026-03-31 0.2935 0.9625 23400147 24600 0.1052
Vanguard Institutional 500 Index Trust 2026-02-28 0.247 0.9514 19692093 116727 0.5963
Invesco NASDAQ 100 ETF 2026-03-31 0.2384 3.4259 19006045 81344 0.4298
Vanguard High Dividend Yield ETF 2026-02-28 0.2221 2.4447 17707345 191474 1.0931
Equity Index Non-Lendable Fund B 2025-12-31 0.2181 0.8357 17390511 17390511 0
Equity Index Fund E 2025-12-31 0.2181 0.8357 17390511 -221886 -1.2598
Equity Index Fund A 2025-12-31 0.2181 0.8357 17390511 -221886 -1.2598
JPMorgan Large Cap Growth I 2026-02-28 0.2121 1.9016 16910135 0 0
Blackrock Eq Idx Fund CF 2026-03-31 0.1986 0.9672 15833633 -63392 -0.3988
State Street®CnsmrStpSelSectSPDR®ETF 2026-03-31 0.1853 11.8465 14771691 -6516 -0.0441
Russell 1000 Index Fund 2026-03-31 0.1778 0.9011 14177149 120533 0.8575

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
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
Christopher James Nicholas 2026-02-20 Sell 34082 122
Latriece Watkins 2026-02-20 Sell 10000 121.46
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

Major Indices