Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-06-30 | 11.6146 | 0.0812 | 462245997 | 4585636 | 1.002 |
| BlackRock Inc | 2025-06-30 | 8.532 | 0.0701 | 339563275 | 21471369 | 6.7501 |
| State Street Corp | 2025-06-30 | 4.7426 | 0.0768 | 188749548 | 10081279 | 5.6425 |
| Newport Trust Co. | 2025-06-30 | 3.73 | 3.8668 | 148447538 | -1901473 | -1.2647 |
| Charles Schwab Investment Management Inc | 2025-06-30 | 3.6477 | 0.2724 | 145172134 | 5118228 | 3.6545 |
| Geode Capital Management, LLC | 2025-06-30 | 2.6077 | 0.0787 | 103784031 | 15748694 | 17.8891 |
| Morgan Stanley - Brokerage Accounts | 2025-06-30 | 1.1731 | 0.033 | 46687379 | 2410710 | 5.4447 |
| Dimensional Fund Advisors, Inc. | 2025-06-30 | 1.1522 | 0.1152 | 45854841 | -480918 | -1.0379 |
| Renaissance Technologies Corp | 2025-06-30 | 1.0926 | 0.6276 | 43483251 | 24143142 | 124.8346 |
| Pacer Advisors, INC. | 2025-06-30 | 1.0057 | 1.0795 | 40026449 | -9051599 | -18.4433 |
| NORGES BANK | 2025-06-30 | 0.9387 | 0.0506 | 37357429 | -1762015 | -4.5042 |
| Northern Trust Corp | 2025-06-30 | 0.9301 | 0.0552 | 37017265 | -366278 | -0.9798 |
| Legal & General Group PLC | 2025-06-30 | 0.8619 | 0.0924 | 34301362 | 1104139 | 3.326 |
| Amvescap Plc. | 2025-06-30 | 0.8491 | 0.0624 | 33793027 | -5408287 | -13.7962 |
| UBS Asset Mgmt Americas Inc | 2025-06-30 | 0.7893 | 0.069 | 31414972 | 2665545 | 9.2716 |
| UBS Group AG | 2025-06-30 | 0.7526 | 0.0563 | 29950597 | 2261684 | 8.1682 |
| Bank of New York Mellon Corp | 2025-06-30 | 0.7373 | 0.0602 | 29342420 | 7238424 | 32.7471 |
| Squarepoint Ops LLC | 2025-06-30 | 0.6591 | 0.2959 | 26231831 | 25213900 | 2476.9754 |
| Bank of America Corp | 2025-06-30 | 0.5292 | 0.0167 | 21062252 | 2865263 | 15.7458 |
| Goldman Sachs Group Inc | 2025-06-30 | 0.5273 | 0.0309 | 20985276 | -2224842 | -9.5857 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2025-07-31 | 3.084 | 0.0711 | 122737106 | -1112488 | -0.8983 |
| Schwab US Dividend Equity ETF™ | 2025-08-30 | 2.7884 | 1.7984 | 110975771 | 23485 | 0.0212 |
| Vanguard 500 Index Investor | 2025-07-31 | 2.4287 | 0.0804 | 96660329 | -12662872 | -11.583 |
| Vanguard Mid Cap Index Institutional | 2025-07-31 | 2.1892 | 0.4901 | 87125336 | 2038077 | 2.3953 |
| Fidelity 500 Index | 2025-07-31 | 1.244 | 0.0804 | 49508640 | 21195 | 0.0428 |
| SPDR® S&P 500® ETF | 2025-08-31 | 1.1881 | 0.084 | 47283602 | 580382 | 1.2427 |
| iShares Core S&P 500 ETF | 2025-08-31 | 1.1809 | 0.0838 | 46997309 | 0 | 0 |
| iShares Select Dividend ETF | 2025-08-31 | 1.0469 | 2.3625 | 41664953 | 0 | 0 |
| Pacer US Cash Cows 100 ETF | 2025-08-29 | 0.9181 | 2.1527 | 36537187 | -79695 | -0.2176 |
| Vanguard Value Index Inv | 2025-07-31 | 0.8698 | 0.1959 | 34616061 | -50342 | -0.1452 |
| Vanguard Mid-Cap Value ETF | 2025-07-31 | 0.6175 | 0.8765 | 24576044 | -14612 | -0.0594 |
| Vanguard Institutional Index I | 2025-07-31 | 0.593 | 0.0804 | 23601889 | -276304 | -1.1571 |
| The Consumer Discret Sel SectSPDR® ETF | 2025-08-31 | 0.5554 | 1.1184 | 22103195 | 11020 | 0.0499 |
| State St S&P 500® Indx SL Cl III | 2025-08-31 | 0.5238 | 0.0833 | 20847722 | -32047 | -0.1535 |
| Vanguard High Dividend Yield ETF | 2025-07-31 | 0.377 | 0.2179 | 15004877 | 59726 | 0.3996 |
| Vanguard Institutional 500 Index Trust | 2025-07-31 | 0.3745 | 0.0803 | 14904043 | 14904043 | 0 |
| Blackrock Eq Idx Fund CF | 2025-06-30 | 0.3681 | 0.0798 | 14651052 | 238127 | 1.6522 |
| iShares Russell Mid-Cap ETF | 2025-08-31 | 0.3491 | 0.3677 | 13895189 | 0 | 0 |
| Fidelity Mid Cap Index | 2025-07-31 | 0.3478 | 0.3524 | 13843077 | 171041 | 1.251 |
| iShares MSCI USA Value Factor ETF | 2025-08-31 | 0.3376 | 2.221 | 13436056 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Andrew Frick | 2025-07-01 | Sell | 30000 | 11 |