Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 7.8435 5.0758 1144695425 -9970306 -0.8635
Vanguard Capital Management, LLC 2026-03-31 6.5358 5.9877 953847648 953847648 0
State Street Corp 2026-03-31 4.1273 5.2779 602341409 -1715096 -0.2839
Geode Capital Management, LLC 2026-03-31 2.5258 5.8042 368616954 10584437 2.9563
Vanguard Portfolio Management, LLC 2026-03-31 2.271 4.3945 331437055 331437055 0
FMR Inc 2026-03-31 2.1066 4.11 307442040 44776 0.0146
Morgan Stanley - Brokerage Accounts 2026-03-31 1.6752 3.7382 244474722 13991687 6.0706
JPMorgan Chase & Co 2026-03-31 1.5871 3.6686 231622141 6203030 2.7518
Berkshire Hathaway Inc 2026-06-30 1.5617 22.0383 227917808 0 0
T. Rowe Price Associates, Inc. 2026-03-31 1.3733 5.881 200426620 -3072862 -1.51
NORGES BANK 2026-06-30 1.3069 5.5011 190726866 -1528220 -0.7949
Amvescap Plc. 2026-03-31 1.2642 4.5729 184501632 -9214993 -4.7569
Northern Trust Corp 2026-03-31 1.0913 5.3424 159265625 -1404826 -0.8744
Bank of America Corp 2026-03-31 0.8272 2.2398 120727964 -2883820 -2.333
Legal & General Group PLC 2026-03-31 0.7409 6.3465 108127380 -2325087 -2.1051
The Goldman Sachs Group Inc 2026-03-31 0.7303 3.1059 106585393 7420687 7.4832
UBS Asset Mgmt Americas Inc 2026-03-31 0.723 5.5673 105510753 45145 0.0428
Charles Schwab Investment Management Inc 2026-03-31 0.7013 3.9687 102344793 2556297 2.5617
Bank of New York Mellon Corp 2026-03-31 0.6314 4.2997 92148269 -5729413 -5.8536
Vanguard Fiduciary Trust Co 2026-03-31 0.5769 5.3941 84194668 84194668 0

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 3.2046 6.2876 467682918 1330512 0.2853
Vanguard 500 Index Investor 2026-07-31 2.642 7.0442 385571925 4046042 1.0605
iShares Core S&P 500 ETF 2026-08-31 1.3401 7.0214 195583632 -307332 -0.1569
Fidelity 500 Index 2026-07-31 1.3014 7.0419 189922873 1508998 0.8009
State Street® SPDR® S&P 500® ETF 2026-08-31 1.2338 7.0306 180059036 42515 0.0236
Vanguard MStar Growth Index Investor 2026-07-31 1.0408 12.592 151898867 -911653 -0.5966
Invesco QQQ Trust 2026-08-31 0.7842 7.4093 114447943 587230 0.5157
Vanguard Information Technology ETF 2026-07-31 0.5786 16.2528 84437305 343357 0.4083
Vanguard Institutional Index I 2026-07-31 0.5432 7.0382 79271983 -395983 -0.497
State St S&P 500® Idx SL Cl I 2026-08-31 0.5309 6.9824 77483953 -416923 -0.5352
Vanguard Institutional 500 Index Trust 2026-07-31 0.4568 7.047 66668904 300671 0.453
Equity Index Non-Lendable Fund B 2025-12-31 0.4017 6.8743 58621452 58621452 0
Equity Index Fund E 2025-12-31 0.4017 6.8743 58621452 -927683 -1.5578
Equity Index Fund A 2025-12-31 0.4017 6.8743 58621452 -927683 -1.5578
BlackRock Equity Index Fund F 2026-06-30 0.3587 6.5601 52351324 -677284 -1.2772
Russell 1000 Index Fund 2026-08-31 0.3298 6.4228 48125438 582568 1.2254
State Street®TechSelSectSPDR®ETF 2026-08-31 0.3284 12.4998 47927049 -22086 -0.0461
Blackrock Russ 1000 Eq Idx Composite 2026-06-30 0.326 6.0352 47572611 2069114 4.5472
Russell 1000 Index Non-Lendable Fund B 2025-12-31 0.3118 6.3222 45503497 45503497 0
Russell 1000 Index Non-Lendable Fund 2025-12-31 0.3118 6.3222 45503497 184753 0.4077

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price

Major Indices