Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 8.2942 | 0.0667 | 330740215 | -20000130 | -5.7023 |
| Vanguard Capital Management, LLC | 2026-03-31 | 6.3837 | 0.0727 | 254557408 | 254557408 | 0 |
| State Street Corp | 2026-03-31 | 4.8287 | 0.0767 | 192547584 | -3285948 | -1.6779 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 4.5064 | 0.1083 | 179697115 | 179697115 | 0 |
| Newport Trust Co. | 2026-06-30 | 3.2881 | 4.3939 | 131114486 | -8187475 | -5.8775 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 3.1265 | 0.2198 | 124672198 | -27344886 | -17.988 |
| Geode Capital Management, LLC | 2026-03-31 | 3.0351 | 0.0872 | 121029364 | 14429011 | 13.5356 |
| NORGES BANK | 2026-06-30 | 1.2967 | 0.0716 | 51707627 | 302332 | 0.5881 |
| Dimensional Fund Advisors, Inc. | 2026-06-30 | 1.2232 | 0.1229 | 48777104 | 1334203 | 2.8122 |
| Amvescap Plc. | 2026-03-31 | 1.1713 | 0.0526 | 46705248 | 11734372 | 33.5547 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.1279 | 0.0313 | 44975852 | -445506 | -0.9808 |
| Bank of New York Mellon Corp | 2026-03-31 | 1.0343 | 0.0875 | 41243335 | 3089952 | 8.0988 |
| Northern Trust Corp | 2026-03-31 | 0.9161 | 0.0557 | 36530337 | 41813 | 0.1146 |
| Legal & General Group PLC | 2026-03-31 | 0.7827 | 0.0833 | 31209605 | -925827 | -2.881 |
| Pacer Advisors, INC. | 2026-03-31 | 0.774 | 1.0007 | 30865831 | 2869866 | 10.251 |
| UBS Asset Mgmt Americas Inc | 2026-03-31 | 0.735 | 0.0703 | 29308209 | 1584003 | 5.7134 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.7005 | 0.037 | 27933088 | -10138439 | -26.63 |
| UBS Group AG | 2026-03-31 | 0.6559 | 0.0453 | 26153017 | 4778022 | 22.3533 |
| Man Group PLC | 2026-03-31 | 0.6206 | 0.5181 | 24745116 | 9938915 | 67.1267 |
| Qube Research & Technologies | 2026-03-31 | 0.5559 | 0.2844 | 22165781 | 12021879 | 118.5134 |
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 | 3.1256 | 0.0796 | 124636079 | 359440 | 0.2892 |
| Schwab US Dividend Equity ETF™ | 2026-08-29 | 2.6808 | 1.3216 | 106900967 | 267421 | 0.2508 |
| Vanguard 500 Index Investor | 2026-07-31 | 2.5766 | 0.0892 | 102743426 | 1078462 | 1.0608 |
| Vanguard MStar Mid Cap Index Instl | 2026-07-31 | 2.1242 | 0.5511 | 84703716 | -114066 | -0.1345 |
| iShares Core S&P 500 ETF | 2026-08-31 | 1.307 | 0.0823 | 52118569 | -81900 | -0.1569 |
| Fidelity 500 Index | 2026-07-31 | 1.2692 | 0.0892 | 50610021 | 402070 | 0.8008 |
| State Street® SPDR® S&P 500® ETF | 2026-08-31 | 1.2045 | 0.0825 | 48031598 | 11330 | 0.0236 |
| Vanguard MStar Value Index Investor | 2026-07-31 | 0.935 | 0.213 | 37285433 | 106459 | 0.2863 |
| iShares Select Dividend ETF | 2026-08-31 | 0.6564 | 1.5461 | 26176060 | 226131 | 0.8714 |
| Vanguard MStar Mid Cap Value ETF | 2026-07-31 | 0.6319 | 0.9524 | 25195708 | 54392 | 0.2163 |
| Pacer US Cash Cows 100 ETF | 2026-08-31 | 0.601 | 1.6623 | 23966770 | 0 | 0 |
| State Street® CnsmrDiscSelSectSPDR®ETF | 2026-08-31 | 0.5594 | 1.3659 | 22306667 | -48597 | -0.2174 |
| Vanguard Institutional Index I | 2026-07-31 | 0.53 | 0.0892 | 21132551 | -98686 | -0.4648 |
| State St S&P 500® Idx SL Cl I | 2026-08-31 | 0.5178 | 0.0819 | 20647670 | -111134 | -0.5354 |
| Vanguard Institutional 500 Index Trust | 2026-07-31 | 0.4455 | 0.0892 | 17765694 | 80101 | 0.4529 |
| iShares Russell Mid-Cap ETF | 2026-08-31 | 0.4 | 0.3913 | 15949382 | 0 | 0 |
| Vanguard High Dividend Yield ETF | 2026-07-31 | 0.3946 | 0.2327 | 15736257 | 122274 | 0.7831 |
| Equity Index Fund A | 2025-12-31 | 0.3902 | 0.0881 | 15559356 | -126084 | -0.8038 |
| Equity Index Fund E | 2025-12-31 | 0.3902 | 0.0881 | 15559356 | -126084 | -0.8038 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3902 | 0.0881 | 15559356 | 15559356 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-03-30 | Sell | 11.2 | |
| William Clay Ford Jr | 2026-02-19 | Purchase | 140000 | 13.82 |
| Andrew Frick | 2025-07-01 | Sell | 30000 | 11 |