Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| State Farm Mutual Automobile Ins Co | 2026-06-30 | 9.7096 | 2.4464 | 46796552 | 0 | 0 |
| BlackRock Inc | 2026-03-31 | 8.8926 | 0.0544 | 42858782 | -2988356 | -6.5181 |
| State Street Corp | 2026-03-31 | 6.9852 | 0.0845 | 33665739 | -731219 | -2.1258 |
| Vanguard Capital Management, LLC | 2026-03-31 | 6.4817 | 0.0562 | 31239389 | 31239389 | 0 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 5.4037 | 0.0989 | 26043739 | 26043739 | 0 |
| Wellington Management Company LLP | 2026-06-30 | 3.6663 | 0.2327 | 17670220 | 382460 | 2.2123 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 3.1767 | 0.1701 | 15310233 | -3518907 | -18.6886 |
| Dodge & Cox | 2026-06-30 | 2.9426 | 0.5673 | 14182325 | -1574815 | -9.9943 |
| 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 | 2026-06-30 | 1.4152 | 0.0519 | 6820493 | -184950 | -2.6401 |
| Amvescap Plc. | 2026-03-31 | 1.2672 | 0.0434 | 6107514 | -73435 | -1.1881 |
| Victory Capital Management Inc. | 2026-06-30 | 0.998 | 0.2061 | 4810146 | -953809 | -16.5478 |
| Dimensional Fund Advisors, Inc. | 2026-06-30 | 0.8066 | 0.0538 | 3887602 | 81410 | 2.1389 |
| Pacer Advisors, INC. | 2026-03-31 | 0.7995 | 0.7869 | 3853248 | -732068 | -15.9655 |
| 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 |
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 | 3.1846 | 0.053 | 15348558 | 44259 | 0.2892 |
| Schwab US Dividend Equity ETF™ | 2026-08-29 | 2.7312 | 0.956 | 13163456 | 32844 | 0.2501 |
| Vanguard 500 Index Investor | 2026-07-31 | 2.6249 | 0.0593 | 12651176 | 132352 | 1.0572 |
| Dodge & Cox Stock I | 2026-06-30 | 2.2063 | 0.6882 | 10633418 | -881582 | -7.6559 |
| Vanguard MStar Mid Cap Index Instl | 2026-07-31 | 2.1642 | 0.3665 | 10430558 | -13855 | -0.1327 |
| iShares Core S&P 500 ETF | 2026-08-31 | 1.3327 | 0.0592 | 6422923 | -10080 | -0.1567 |
| Fidelity 500 Index | 2026-07-31 | 1.2931 | 0.0593 | 6232199 | 49509 | 0.8008 |
| Vanguard Equity-Income Inv | 2026-06-30 | 1.2357 | 0.695 | 5955631 | -983192 | -14.1694 |
| State Street® SPDR® S&P 500® ETF | 2026-08-31 | 1.2271 | 0.0593 | 5914181 | 1395 | 0.0236 |
| Vanguard MStar Value Index Investor | 2026-07-31 | 0.9524 | 0.1416 | 4589970 | 11538 | 0.252 |
| State Street®CnsmrStpSelSectSPDR®ETF | 2026-08-31 | 0.9265 | 2.4965 | 4465131 | -2618 | -0.0586 |
| iShares Select Dividend ETF | 2026-08-31 | 0.7462 | 1.2388 | 3596431 | 58127 | 1.6428 |
| Pacer US Cash Cows 100 ETF | 2026-08-31 | 0.6869 | 1.3389 | 3310404 | 0 | 0 |
| Vanguard MStar Mid Cap Value ETF | 2026-07-31 | 0.6438 | 0.6333 | 3102654 | 6710 | 0.2167 |
| State Street® SPDR® S&P® Dividend ETF | 2026-08-31 | 0.6054 | 1.0886 | 2917895 | -1049 | -0.0359 |
| Victory Sycamore Established Value R | 2026-06-30 | 0.5839 | 1.3948 | 2814000 | -661000 | -19.0216 |
| Vanguard Wellesley® Income Inv | 2026-06-30 | 0.581 | 0.4516 | 2800159 | -294533 | -9.5174 |
| Northern Trust MstarGlblUpstmNatrlResETF | 2026-08-31 | 0.5724 | 3.0817 | 2758952 | 0 | 0 |
| Vanguard Dividend Appreciation ETF | 2026-07-31 | 0.5658 | 0.1648 | 2726900 | 4098 | 0.1505 |
| Vanguard Wellington Inv | 2026-06-30 | 0.5596 | 0.1666 | 2697112 | 2697112 | 0 |
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 |