Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 11.7601 | 0.0897 | 471705454 | 4087699 | 0.8742 |
| BlackRock Inc | 2025-09-30 | 8.5898 | 0.0721 | 344542225 | 4978950 | 1.4663 |
| State Street Corp | 2025-09-30 | 4.678 | 0.0778 | 187637070 | -1112478 | -0.5894 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 3.7899 | 0.3099 | 152017084 | 4089779 | 2.7647 |
| Newport Trust Co. | 2025-12-31 | 3.4244 | 4.312 | 137356677 | -7200811 | -4.9813 |
| Geode Capital Management, LLC | 2025-12-31 | 2.6576 | 0.0861 | 106600353 | 1255349 | 1.1917 |
| NORGES BANK | 2025-12-31 | 1.2816 | 0.0722 | 51405295 | 14047866 | 37.6039 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.1591 | 0.0337 | 46492208 | -195171 | -0.418 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 1.1433 | 0.1262 | 45857344 | 125534 | 0.2745 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.9492 | 0.0613 | 38071527 | 11526624 | 43.4231 |
| Northern Trust Corp | 2025-09-30 | 0.9226 | 0.0566 | 37005449 | -11816 | -0.0319 |
| Amvescap Plc. | 2025-09-30 | 0.8823 | 0.0667 | 35390868 | 1597841 | 4.7283 |
| JPMorgan Chase & Co | 2025-09-30 | 0.8472 | 0.0122 | 33980484 | 15675697 | 85.6371 |
| Legal & General Group PLC | 2025-12-31 | 0.8012 | 0.0935 | 32135432 | 179979 | 0.5632 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.7446 | 0.0641 | 29866819 | 524399 | 1.7872 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.7147 | 0.0745 | 28667273 | -2747699 | -8.7465 |
| Pacer Advisors, INC. | 2025-12-31 | 0.698 | 0.9383 | 27995965 | -4619061 | -14.1624 |
| Renaissance Technologies Corp | 2025-12-31 | 0.6166 | 0.5034 | 24730852 | -10374857 | -29.5532 |
| Two Sigma Advisers, LLC | 2025-12-31 | 0.5453 | 0.558 | 21873800 | 20015100 | 1076.8333 |
| UBS Group AG | 2025-09-30 | 0.5397 | 0.0406 | 21649325 | -8301272 | -27.7165 |
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 | 3.0848 | 0.0832 | 123732512 | 368654 | 0.2988 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.5096 | 0.0936 | 100661601 | 957525 | 0.9604 |
| Schwab US Dividend Equity ETF™ | 2026-03-31 | 2.1893 | 1.1684 | 87814934 | 146280 | 0.1669 |
| Vanguard Mid Cap Index Institutional | 2026-02-28 | 2.1207 | 0.5691 | 85062669 | 296823 | 0.3502 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2563 | 0.0808 | 50391605 | -27432 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.2417 | 0.0937 | 49806043 | 82110 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.1335 | 0.0807 | 45467245 | -111671 | -0.245 |
| Vanguard Value Index Inv | 2026-02-28 | 0.9084 | 0.2144 | 36435940 | 422614 | 1.1735 |
| Pacer US Cash Cows 100 ETF | 2026-03-31 | 0.7632 | 1.9445 | 30613630 | -10542 | -0.0344 |
| iShares Select Dividend ETF | 2026-03-31 | 0.6505 | 1.3508 | 26090688 | 0 | 0 |
| Vanguard Mid-Cap Value ETF | 2026-02-28 | 0.609 | 0.9444 | 24426650 | 172259 | 0.7102 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5525 | 0.0935 | 22160653 | -172790 | -0.7737 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.5215 | 0.0799 | 20918148 | 55600 | 0.2665 |
| State Street® CnsmrDiscSelSectSPDR®ETF | 2026-03-31 | 0.5159 | 1.1248 | 20692116 | -271716 | -1.2961 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.4382 | 0.0935 | 17575059 | 104102 | 0.5959 |
| Vanguard High Dividend Yield ETF | 2026-02-28 | 0.3961 | 0.2415 | 15885894 | 172259 | 1.0962 |
| Equity Index Fund E | 2025-12-31 | 0.3879 | 0.0881 | 15559356 | -126084 | -0.8038 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3879 | 0.0881 | 15559356 | 15559356 | 0 |
| Equity Index Fund A | 2025-12-31 | 0.3879 | 0.0881 | 15559356 | -126084 | -0.8038 |
| iShares Russell Mid-Cap ETF | 2026-03-31 | 0.372 | 0.3571 | 14921889 | 6016 | 0.0403 |
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 |