Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 12.2807 | 0.0493 | 59180117 | 536265 | 0.9144 |
| State Farm Mutual Automobile Ins Co | 2025-12-31 | 9.7109 | 2.113 | 46796552 | 0 | 0 |
| BlackRock Inc | 2025-09-30 | 9.3351 | 0.0471 | 44985270 | 233811 | 0.5225 |
| State Street Corp | 2025-09-30 | 7.1304 | 0.0712 | 34361198 | -256206 | -0.7401 |
| Wellington Management Company LLP | 2025-12-31 | 5.4353 | 0.2639 | 26192204 | -705398 | -2.6225 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 3.9073 | 0.1682 | 18829140 | 449815 | 2.4474 |
| Dodge & Cox | 2025-12-31 | 3.5453 | 0.5302 | 17084645 | 2016101 | 13.3795 |
| Geode Capital Management, LLC | 2025-12-31 | 2.6205 | 0.0446 | 12628065 | 109556 | 0.8752 |
| Northern Trust Corp | 2025-09-30 | 2.245 | 0.0827 | 10818730 | -225110 | -2.0383 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.5736 | 0.0274 | 7582992 | 533156 | 7.5627 |
| NORGES BANK | 2025-12-31 | 1.4537 | 0.0431 | 7005443 | 558937 | 8.6704 |
| UBS Group AG | 2025-09-30 | 1.2652 | 0.0571 | 6096763 | 1641759 | 36.852 |
| JPMorgan Chase & Co | 2025-09-30 | 1.1705 | 0.0101 | 5640812 | 3538882 | 168.3635 |
| Amvescap Plc. | 2025-09-30 | 1.1612 | 0.0527 | 5595723 | -704960 | -11.1886 |
| Victory Capital Management Inc. | 2025-12-31 | 1.1604 | 0.1814 | 5592030 | 4991550 | 831.26 |
| Pacer Advisors, INC. | 2025-12-31 | 0.9515 | 0.6734 | 4585316 | 179889 | 4.0833 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.7559 | 0.0439 | 3642443 | -92004 | -2.4637 |
| Moneta Group Investment Advisors Inc | 2025-12-31 | 0.6718 | 1.4088 | 3237596 | -13322 | -0.4098 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.6551 | 0.0223 | 3156667 | 435795 | 16.0167 |
| Bank of America Corp | 2025-09-30 | 0.6087 | 0.0119 | 2933439 | 825908 | 39.1884 |
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 | 3.1531 | 0.0501 | 15194527 | 25741 | 0.1697 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.5651 | 0.0563 | 12360984 | 117519 | 0.9599 |
| Dodge & Cox Stock I | 2025-12-31 | 2.3895 | 0.5532 | 11515000 | 1507993 | 15.0694 |
| Schwab US Dividend Equity ETF™ | 2026-03-31 | 2.2348 | 0.9171 | 10769320 | 17940 | 0.1669 |
| Vanguard Mid Cap Index Institutional | 2026-02-28 | 2.1675 | 0.3424 | 10445100 | 36409 | 0.3498 |
| Vanguard Equity-Income Inv | 2025-12-31 | 2.1562 | 0.9556 | 10390791 | -355120 | -3.3047 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2818 | 0.0624 | 6177067 | -3360 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.2691 | 0.0564 | 6115874 | 10101 | 0.1654 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1558 | 0.0623 | 5569830 | -13720 | -0.2457 |
| State Street®CnsmrStpSelSectSPDR®ETF | 2026-03-31 | 1.0434 | 2.3585 | 5028048 | -2192 | -0.0436 |
| Vanguard Wellesley® Income Inv | 2025-12-31 | 0.9376 | 0.5392 | 4518400 | -525026 | -10.4101 |
| Vanguard Value Index Inv | 2026-02-28 | 0.9282 | 0.1289 | 4472840 | 51667 | 1.1686 |
| State Street® SPDR® S&P® Dividend ETF | 2026-03-31 | 0.8371 | 1.418 | 4033921 | 0 | 0 |
| Pacer US Cash Cows 100 ETF | 2026-03-31 | 0.7933 | 1.5295 | 3822833 | -1316 | -0.0344 |
| iShares Select Dividend ETF | 2026-03-31 | 0.7388 | 1.1611 | 3560301 | 0 | 0 |
| Victory Sycamore Established Value R | 2025-12-31 | 0.7004 | 1.2464 | 3375000 | 3375000 | 0 |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | 2026-03-31 | 0.6834 | 3.1794 | 3293302 | 13178 | 0.4018 |
| Vanguard Mid-Cap Value ETF | 2026-02-28 | 0.6224 | 0.5682 | 2999446 | 21140 | 0.7098 |
| Vanguard Windsor Investor Shares | 2025-12-31 | 0.585 | 0.6709 | 2819288 | -82762 | -2.8518 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5645 | 0.0563 | 2720458 | -20184 | -0.7365 |
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 |