Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 12.2984 | 0.0493 | 59180117 | 536265 | 0.9144 |
| State Farm Mutual Automobile Ins Co | 2025-09-30 | 9.7249 | 2.3307 | 46796552 | 0 | 0 |
| BlackRock Inc | 2025-09-30 | 9.3485 | 0.0471 | 44985270 | 233811 | 0.5225 |
| State Street Corp | 2025-09-30 | 7.1407 | 0.0712 | 34361198 | -256206 | -0.7401 |
| Wellington Management Company LLP | 2025-12-31 | 5.4431 | 0.2639 | 26192204 | -705398 | -2.6225 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 3.9129 | 0.1682 | 18829140 | 449815 | 2.4474 |
| Dodge & Cox | 2025-12-31 | 3.5504 | 0.5302 | 17084645 | 2016101 | 13.3795 |
| Geode Capital Management, LLC | 2025-09-30 | 2.6015 | 0.0475 | 12518509 | 60963 | 0.4894 |
| Northern Trust Corp | 2025-09-30 | 2.2483 | 0.0827 | 10818730 | -225110 | -2.0383 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.5758 | 0.0274 | 7582992 | 533156 | 7.5627 |
| NORGES BANK | 2025-12-31 | 1.4558 | 0.0431 | 7005443 | 558937 | 8.6704 |
| UBS Group AG | 2025-09-30 | 1.267 | 0.0571 | 6096763 | 1641759 | 36.852 |
| JPMorgan Chase & Co | 2025-09-30 | 1.1722 | 0.0101 | 5640812 | 3538882 | 168.3635 |
| Amvescap Plc. | 2025-09-30 | 1.1629 | 0.0527 | 5595723 | -704960 | -11.1886 |
| Pacer Advisors, INC. | 2025-09-30 | 0.9155 | 0.6627 | 4405427 | 4354844 | 8609.3035 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.7569 | 0.0439 | 3642443 | -92004 | -2.4637 |
| Moneta Group Investment Advisors Inc | 2025-09-30 | 0.6756 | 1.5431 | 3250918 | -23687 | -0.7234 |
| Bank of America Corp | 2025-09-30 | 0.6096 | 0.0119 | 2933439 | 825908 | 39.1884 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.6072 | 0.0313 | 2921977 | 118699 | 4.2343 |
| Legal & General Group PLC | 2025-12-31 | 0.5713 | 0.0351 | 2748962 | 114635 | 4.3516 |
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 | 3.1523 | 0.0486 | 15168786 | 33055 | 0.2184 |
| Schwab US Dividend Equity ETF™ | 2026-02-27 | 3.0754 | 1.1723 | 14799050 | 32606 | 0.2208 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.5444 | 0.0545 | 12243465 | 76368 | 0.6277 |
| Dodge & Cox Stock I | 2025-12-31 | 2.393 | 0.5532 | 11515000 | 1507993 | 15.0694 |
| Vanguard Mid Cap Index Institutional | 2026-01-31 | 2.1631 | 0.3447 | 10408691 | -54506 | -0.5209 |
| Vanguard Equity-Income Inv | 2025-12-31 | 2.1593 | 0.9556 | 10390791 | -355120 | -3.3047 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2721 | 0.0545 | 6121165 | 579205 | 10.4513 |
| Fidelity 500 Index | 2025-12-31 | 1.263 | 0.0472 | 6077472 | 9647 | 0.159 |
| iShares Select Dividend ETF | 2026-02-25 | 1.2087 | 1.7199 | 5816270 | 5816270 | 0 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.1761 | 0.0547 | 5659504 | -10080 | -0.1778 |
| State Street®CnsmrStpSelSectSPDR®ETF | 2026-02-26 | 1.0333 | 1.954 | 4972340 | -76228 | -1.5099 |
| Vanguard Wellesley® Income Inv | 2025-12-31 | 0.939 | 0.5392 | 4518400 | -525026 | -10.4101 |
| Pacer US Cash Cows 100 ETF | 2026-02-26 | 0.9251 | 1.5834 | 4451432 | 4451432 | 0 |
| Vanguard Value Index Inv | 2026-01-31 | 0.9188 | 0.1306 | 4421173 | -2504 | -0.0566 |
| State Street® SPDR® S&P® Dividend ETF | 2026-02-26 | 0.841 | 1.2432 | 4046996 | 0 | 0 |
| Victory Sycamore Established Value R | 2025-12-31 | 0.7014 | 1.2464 | 3375000 | 3375000 | 0 |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | 2026-02-26 | 0.633 | 2.7948 | 3045924 | 0 | 0 |
| Vanguard Mid-Cap Value ETF | 2026-01-31 | 0.6189 | 0.579 | 2978306 | -13406 | -0.4481 |
| Invesco S&P 500® Equal Weight ETF | 2026-02-26 | 0.6096 | 0.218 | 2933563 | 9768 | 0.3341 |
| Vanguard Windsor Investor Shares | 2025-12-31 | 0.5859 | 0.6709 | 2819288 | -82762 | -2.8518 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Jennifer L Weber | 2026-02-17 | Sell | 25000 | 67.04 |
| David R Mcatee II | 2026-02-05 | Purchase | 7500 | 64.9 |