Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 11.8237 | 0.0897 | 471705454 | 4087699 | 0.8742 |
| BlackRock Inc | 2025-09-30 | 8.6363 | 0.0721 | 344542225 | 4978950 | 1.4663 |
| State Street Corp | 2025-09-30 | 4.7033 | 0.0778 | 187637070 | -1112478 | -0.5894 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 3.8105 | 0.3099 | 152017084 | 4089779 | 2.7647 |
| Newport Trust Co. | 2025-12-31 | 3.443 | 4.312 | 137356677 | -7200811 | -4.9813 |
| Geode Capital Management, LLC | 2025-09-30 | 2.6406 | 0.0801 | 105345004 | 1560973 | 1.5041 |
| NORGES BANK | 2025-12-31 | 1.2885 | 0.0722 | 51405295 | 14047866 | 37.6039 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.1654 | 0.0337 | 46492208 | -195171 | -0.418 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 1.1495 | 0.1262 | 45857344 | 125534 | 0.2745 |
| Northern Trust Corp | 2025-09-30 | 0.9276 | 0.0566 | 37005449 | -11816 | -0.0319 |
| Marshall Wace Asset Management Ltd | 2025-09-30 | 0.8883 | 0.4299 | 35438722 | 15866285 | 81.0644 |
| Amvescap Plc. | 2025-09-30 | 0.8871 | 0.0667 | 35390868 | 1597841 | 4.7283 |
| JPMorgan Chase & Co | 2025-09-30 | 0.8518 | 0.0122 | 33980484 | 15675697 | 85.6371 |
| Pacer Advisors, INC. | 2025-09-30 | 0.8175 | 0.9822 | 32615026 | -7411423 | -18.5163 |
| Legal & General Group PLC | 2025-12-31 | 0.8055 | 0.0935 | 32135432 | 179979 | 0.5632 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.7486 | 0.0641 | 29866819 | 524399 | 1.7872 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7186 | 0.0745 | 28667273 | -2747699 | -8.7465 |
| The Goldman Sachs Group Inc | 2025-09-30 | 0.6654 | 0.0388 | 26544903 | 5559627 | 26.493 |
| Renaissance Technologies Corp | 2025-12-31 | 0.6199 | 0.5034 | 24730852 | -10374857 | -29.5532 |
| Two Sigma Advisers, LLC | 2025-12-31 | 0.5483 | 0.558 | 21873800 | 20015100 | 1076.8333 |
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 | 3.0922 | 0.0815 | 123363858 | 263994 | 0.2145 |
| Schwab US Dividend Equity ETF™ | 2026-02-27 | 3.021 | 2.0405 | 120520891 | 265608 | 0.2209 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.4992 | 0.0916 | 99704076 | 622243 | 0.628 |
| Vanguard Mid Cap Index Institutional | 2026-01-31 | 2.1247 | 0.5788 | 84765846 | -442786 | -0.5196 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2495 | 0.095 | 49848714 | 9296189 | 22.9238 |
| Fidelity 500 Index | 2025-12-31 | 1.2406 | 0.0878 | 49493451 | 126591 | 0.2564 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.158 | 0.0954 | 46197226 | -82116 | -0.1774 |
| iShares Select Dividend ETF | 2026-02-25 | 1.0622 | 2.6808 | 42376386 | 22582397 | 114.0871 |
| Vanguard Value Index Inv | 2026-01-31 | 0.9027 | 0.2194 | 36013326 | -12488 | -0.0347 |
| Pacer US Cash Cows 100 ETF | 2026-02-26 | 0.679 | 2.0594 | 27088227 | 27088227 | 0 |
| Vanguard Mid-Cap Value ETF | 2026-01-31 | 0.608 | 0.9724 | 24254391 | -109291 | -0.4486 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5598 | 0.0916 | 22333443 | -59210 | -0.2644 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5224 | 0.0908 | 20839048 | 210600 | 1.0209 |
| State Street® CnsmrDiscSelSectSPDR®ETF | 2026-02-26 | 0.5221 | 1.3201 | 20830673 | -37590 | -0.1801 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.4379 | 0.0915 | 17470957 | 76579 | 0.4403 |
| Vanguard High Dividend Yield ETF | 2026-01-31 | 0.3939 | 0.2459 | 15713635 | 71651 | 0.4581 |
| iShares Russell Mid-Cap ETF | 2026-02-25 | 0.3629 | 0.4237 | 14479284 | 14479284 | 0 |
| Fidelity Mid Cap Index | 2025-12-31 | 0.3582 | 0.4094 | 14288571 | 184703 | 1.3096 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.3565 | 0.0874 | 14223420 | -180075 | -1.2502 |
| iShares MSCI USA Value Factor ETF | 2026-02-25 | 0.3485 | 1.9489 | 13901502 | 2567630 | 22.6545 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| William Clay Ford Jr | 2026-02-19 | Purchase | 140000 | 13.82 |
| Andrew Frick | 2025-07-01 | Sell | 30000 | 11 |