Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.9788 | 0.7211 | 240349660 | 3731074 | 1.5768 |
| BlackRock Inc | 2025-09-30 | 8.605 | 0.6728 | 207261021 | 3411739 | 1.6737 |
| State Street Corp | 2025-09-30 | 5.4889 | 0.85 | 132206061 | -591274 | -0.4452 |
| JPMorgan Chase & Co | 2025-09-30 | 4.8693 | 0.6515 | 117281712 | 61179246 | 109.0491 |
| Geode Capital Management, LLC | 2025-12-31 | 2.4061 | 0.7386 | 57953747 | 1738292 | 3.0922 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 2.0025 | 0.5415 | 48231667 | 1246800 | 2.6536 |
| NORGES BANK | 2025-12-31 | 1.3892 | 0.7408 | 33459884 | 1530760 | 4.7942 |
| State Farm Mutual Automobile Ins Co | 2025-12-31 | 1.3116 | 5.1347 | 31590952 | 0 | 0 |
| Northern Trust Corp | 2025-09-30 | 1.2444 | 0.711 | 29972551 | -360490 | -1.1884 |
| Bank of America Corp | 2025-09-30 | 1.1799 | 0.3574 | 28419787 | 898834 | 3.266 |
| Bank of New York Mellon Corp | 2025-09-30 | 1.0229 | 0.8195 | 24637649 | 835146 | 3.5086 |
| Wellington Management Company LLP | 2025-12-31 | 0.9648 | 0.8428 | 23238388 | -2594389 | -10.043 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.7903 | 0.6121 | 19034302 | 22243 | 0.117 |
| FMR Inc | 2025-12-31 | 0.7796 | 0.1981 | 18776671 | 5333244 | 39.6718 |
| Legal & General Group PLC | 2025-12-31 | 0.7782 | 0.8603 | 18744587 | -705477 | -3.6271 |
| HSBC Holdings PLC | 2025-12-31 | 0.7671 | 1.0275 | 18475906 | 9137452 | 97.8476 |
| Wells Fargo & Co | 2025-09-30 | 0.7661 | 0.6505 | 18452674 | 523338 | 2.9189 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.7164 | 0.7491 | 17255149 | -780773 | -4.329 |
| Massachusetts Financial Services Company | 2025-12-31 | 0.6804 | 1.0936 | 16388566 | -1172786 | -6.6782 |
| The Goldman Sachs Group Inc | 2025-12-31 | 0.6784 | 0.4147 | 16340072 | 3230328 | 24.6407 |
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 | 3.164 | 0.9033 | 76209707 | 331182 | 0.4365 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.5727 | 1.0161 | 61967255 | 589219 | 0.96 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.2861 | 1.0515 | 30977060 | -16860 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.273 | 1.0168 | 30661303 | 50544 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.16 | 1.0504 | 27940511 | -68698 | -0.2453 |
| Vanguard Value Index Inv | 2026-02-28 | 0.9316 | 2.3275 | 22438074 | 267761 | 1.2077 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-03-31 | 0.7313 | 11.0868 | 17613907 | 53408 | 0.3041 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5666 | 1.0154 | 13648202 | -103761 | -0.7545 |
| Vanguard Dividend Appreciation ETF | 2026-02-28 | 0.5512 | 2.6489 | 13277155 | 51527 | 0.3896 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.5341 | 1.0407 | 12864337 | 21100 | 0.1643 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.4492 | 1.0149 | 10819438 | 64133 | 0.5963 |
| Vanguard High Dividend Yield ETF | 2026-02-28 | 0.4066 | 2.6255 | 9794266 | 106007 | 1.0942 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3967 | 0.853 | 9556008 | 9556008 | 0 |
| Equity Index Fund E | 2025-12-31 | 0.3967 | 0.853 | 9556008 | -107789 | -1.1154 |
| Equity Index Fund A | 2025-12-31 | 0.3967 | 0.853 | 9556008 | -107789 | -1.1154 |
| JPMorgan Large Cap Growth I | 2026-02-28 | 0.3943 | 2.0736 | 9496788 | 2530051 | 36.3162 |
| Blackrock Eq Idx Fund CF | 2026-03-31 | 0.3614 | 1.0458 | 8704609 | -30743 | -0.3519 |
| Russell 1000 Index Fund | 2026-03-31 | 0.3256 | 0.9803 | 7841658 | 66669 | 0.8575 |
| Columbia Dividend Value | 2025-12-31 | 0.3214 | 3.5364 | 7741898 | 13386 | 0.1732 |
| Columbia Dividend Income Inst | 2026-02-28 | 0.3174 | 3.983 | 7645924 | -42741 | -0.5559 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Thomas H. Kean, Jr. | 2026-03-26 | Sell | 239.3 | |
| John Boozman | 2026-03-19 | Sell | 237.76 | |
| Richard McCormick | 2026-03-19 | Sell | 237.76 | |
| Lloyd Doggett | 2026-03-10 | Purchase | 243.75 | |
| Ro Khanna | 2026-03-06 | Sell | 240.57 | |
| Timothy Schmid | 2026-02-20 | Sell | 1322 | 245.66 |
| Timothy Schmid | 2026-02-18 | Sell | 22623 | 244.33 |
| Vanessa Broadhurst | 2026-02-17 | Sell | 6197 | 243.39 |
| Ro Khanna | 2026-02-05 | Purchase | 237.66 | |
| Thomas H. Kean, Jr. | 2026-01-23 | Sell | 220.29 | |
| Julie Johnson | 2025-12-18 | Sell | 208.23 | |
| Lloyd Doggett | 2025-12-09 | Purchase | 199.99 | |
| Thomas H. Kean, Jr. | 2025-11-20 | Sell | 203.29 | |
| Julie Johnson | 2025-11-13 | Sell | 195.19 | |
| Ro Khanna | 2025-11-07 | Purchase | 186.5 | |
| Richard McCormick | 2025-11-05 | Purchase | 186.23 | |
| Lisa C. McClain | 2025-10-31 | Sell | 189.02 | |
| Lisa C. McClain | 2025-10-30 | Sell | 189.05 | |
| Lisa C. McClain | 2025-10-30 | Purchase | 189.05 | |
| Ro Khanna | 2025-10-30 | Purchase | 189.05 |