Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 12.2791 | 0.0493 | 59180117 | 536265 | 0.9144 |
| State Farm Mutual Automobile Ins Co | 2026-03-31 | 9.7097 | 2.6815 | 46796552 | 0 | 0 |
| BlackRock Inc | 2026-03-31 | 8.8927 | 0.0544 | 42858782 | -2988356 | -6.5181 |
| State Street Corp | 2026-03-31 | 6.9852 | 0.0845 | 33665739 | -731219 | -2.1258 |
| Wellington Management Company LLP | 2026-03-31 | 3.587 | 0.2347 | 17287760 | -8904444 | -33.9965 |
| Dodge & Cox | 2026-03-31 | 3.2694 | 0.6294 | 15757140 | -1327505 | -7.7702 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 3.1767 | 0.1701 | 15310233 | -3518907 | -18.6886 |
| Geode Capital Management, LLC | 2026-03-31 | 2.7051 | 0.0587 | 13037637 | 409572 | 3.2433 |
| Northern Trust Corp | 2026-03-31 | 2.5089 | 0.1162 | 12092045 | 660341 | 5.7764 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.5863 | 0.0335 | 7645401 | 569372 | 8.0465 |
| NORGES BANK | 2025-12-31 | 1.4535 | 0.0431 | 7005443 | 558937 | 8.6704 |
| Amvescap Plc. | 2026-03-31 | 1.2672 | 0.068 | 6107514 | -73435 | -1.1881 |
| Victory Capital Management Inc. | 2026-03-31 | 1.1959 | 0.2684 | 5763955 | 171925 | 3.0745 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 0.7897 | 0.0575 | 3806192 | 163749 | 4.4956 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.7467 | 0.03 | 3598693 | 442026 | 14.0029 |
| Bank of New York Mellon Corp | 2026-03-31 | 0.7122 | 0.0459 | 3432651 | 414170 | 13.7211 |
| UBS Group AG | 2026-03-31 | 0.5885 | 0.0309 | 2836094 | -1483082 | -34.3372 |
| Moneta Group Investment Advisors Inc | 2026-03-31 | 0.5766 | 1.5201 | 2778927 | -458669 | -14.167 |
| UBS Asset Mgmt Americas Inc | 2026-03-31 | 0.5732 | 0.0418 | 2762390 | 236403 | 9.3588 |
| Legal & General Group PLC | 2026-03-31 | 0.5657 | 0.0458 | 2726631 | -22331 | -0.8123 |
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 | 3.1799 | 0.0517 | 15325581 | 62577 | 0.41 |
| Vanguard 500 Index Investor | 2026-04-30 | 2.5856 | 0.0579 | 12461582 | 224332 | 1.8332 |
| Dodge & Cox Stock I | 2026-03-31 | 2.3892 | 0.7318 | 11515000 | 0 | 0 |
| Schwab US Dividend Equity ETF™ | 2026-04-30 | 2.3045 | 0.9238 | 11106796 | 9555 | 0.0861 |
| Vanguard Mid Cap Index Institutional | 2026-04-30 | 2.1616 | 0.362 | 10418061 | 22947 | 0.2207 |
| Vanguard Equity-Income Inv | 2026-03-31 | 1.4397 | 0.8068 | 6938823 | -3451968 | -33.2214 |
| iShares Core S&P 500 ETF | 2026-04-30 | 1.2897 | 0.0579 | 6216002 | 18265 | 0.2947 |
| Fidelity 500 Index | 2026-03-31 | 1.2734 | 0.0624 | 6137243 | 21369 | 0.3494 |
| State Street® SPDR® S&P 500® ETF | 2026-04-30 | 1.1908 | 0.058 | 5739248 | 18693 | 0.3268 |
| State Street®CnsmrStpSelSectSPDR®ETF | 2026-04-30 | 0.947 | 2.3345 | 4564113 | -25213 | -0.5494 |
| Vanguard Value Index Inv | 2026-04-30 | 0.9254 | 0.1392 | 4460172 | 12783 | 0.2874 |
| State Street® SPDR® S&P® Dividend ETF | 2026-04-30 | 0.8675 | 1.4171 | 4181063 | 2862 | 0.0685 |
| Pacer US Cash Cows 100 ETF | 2026-04-30 | 0.782 | 1.5454 | 3768877 | -1316 | -0.0349 |
| iShares Select Dividend ETF | 2026-04-30 | 0.7414 | 1.1654 | 3573302 | 0 | 0 |
| Victory Sycamore Established Value R | 2026-03-31 | 0.721 | 1.6871 | 3475000 | 100000 | 2.963 |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | 2026-04-30 | 0.6788 | 3.2545 | 3271738 | 0 | 0 |
| Vanguard Mid-Cap Value ETF | 2026-04-30 | 0.6506 | 0.6344 | 3135635 | 5461 | 0.1745 |
| Vanguard Wellesley® Income Inv | 2026-03-31 | 0.6421 | 0.4727 | 3094692 | -1423708 | -31.5091 |
| Vanguard Dividend Appreciation ETF | 2026-04-30 | 0.5599 | 0.1606 | 2698552 | 7780 | 0.2891 |
| Vanguard Institutional Index I | 2026-04-30 | 0.5516 | 0.0578 | 2658368 | -49241 | -1.8186 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | 2026-03-20 | Sell | 66.03 | |
| Ian R Pinner | 2026-03-13 | Sell | 34106 | 71.53 |
| Gregory A Morris | 2026-03-10 | Sell | 50000 | 68.48 |
| Jennifer L Weber | 2026-02-17 | Sell | 25000 | 67.04 |
| David R Mcatee II | 2026-02-05 | Purchase | 7500 | 64.9 |