Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 8.8545 | 0.9113 | 213385546 | 4604387 | 2.2054 |
| Vanguard Capital Management, LLC | 2026-03-31 | 6.4984 | 0.9469 | 156605370 | 156605370 | 0 |
| State Street Corp | 2026-03-31 | 5.5387 | 1.1265 | 133476288 | -393555 | -0.294 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 2.6356 | 0.8111 | 63514436 | 63514436 | 0 |
| JPMorgan Chase & Co | 2026-03-31 | 2.6182 | 0.9826 | 63096344 | 4538106 | 7.7497 |
| Geode Capital Management, LLC | 2026-03-31 | 2.4551 | 0.8972 | 59164862 | 1211115 | 2.0898 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.8557 | 0.6586 | 44721167 | -1604422 | -3.4634 |
| NORGES BANK | 2026-06-30 | 1.3206 | 0.8057 | 31825084 | -1634800 | -4.8859 |
| State Farm Mutual Automobile Ins Co | 2026-06-30 | 1.3109 | 5.49 | 31590952 | 0 | 0 |
| Northern Trust Corp | 2026-03-31 | 1.2166 | 0.9473 | 29319669 | 38236 | 0.1306 |
| Bank of America Corp | 2026-03-31 | 1.0588 | 0.456 | 25516697 | -2816904 | -9.9419 |
| FMR Inc | 2026-03-31 | 1.0279 | 0.319 | 24771828 | 5995157 | 31.9288 |
| Wellington Management Company LLP | 2026-06-30 | 0.9373 | 0.9888 | 22588696 | 2513321 | 12.5194 |
| Bank of New York Mellon Corp | 2026-03-31 | 0.9055 | 0.9807 | 21821962 | -2572318 | -10.5448 |
| UBS Asset Mgmt Americas Inc | 2026-03-31 | 0.8145 | 0.9975 | 19628113 | 2352176 | 13.6153 |
| Legal & General Group PLC | 2026-03-31 | 0.8028 | 1.0938 | 19347862 | 603275 | 3.2184 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 0.7958 | 0.7163 | 19177219 | 142917 | 0.7508 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.7493 | 0.5068 | 18057047 | 1716975 | 10.5078 |
| Wells Fargo & Co | 2026-03-31 | 0.7023 | 0.7801 | 16925454 | -919790 | -5.1543 |
| T. Rowe Price Associates, Inc. | 2026-03-31 | 0.6843 | 0.4661 | 16491133 | 4067247 | 32.7373 |
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 | 3.1807 | 0.8552 | 76652564 | 217811 | 0.285 |
| Vanguard 500 Index Investor | 2026-07-31 | 2.6222 | 0.9581 | 63192258 | 663462 | 1.0611 |
| iShares Core S&P 500 ETF | 2026-08-31 | 1.3302 | 0.9656 | 32055505 | -50364 | -0.1569 |
| Fidelity 500 Index | 2026-07-31 | 1.2917 | 0.9578 | 31127834 | 247322 | 0.8009 |
| State Street® SPDR® S&P 500® ETF | 2026-08-31 | 1.2244 | 0.9667 | 29507724 | 6970 | 0.0236 |
| Vanguard MStar Value Index Investor | 2026-07-31 | 0.9515 | 2.2877 | 22929008 | 41553 | 0.1816 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-08-31 | 0.7131 | 10.3978 | 17185929 | -40116 | -0.2329 |
| Vanguard Dividend Appreciation ETF | 2026-07-31 | 0.5652 | 2.6611 | 13619903 | 20372 | 0.1498 |
| Vanguard Institutional Index I | 2026-07-31 | 0.5391 | 0.9573 | 12992832 | -64469 | -0.4937 |
| State St S&P 500® Idx SL Cl I | 2026-08-31 | 0.527 | 0.9602 | 12699454 | -68286 | -0.5348 |
| Vanguard Institutional 500 Index Trust | 2026-07-31 | 0.4534 | 0.9585 | 10926826 | 49270 | 0.453 |
| Vanguard High Dividend Yield ETF | 2026-07-31 | 0.4027 | 2.5055 | 9703711 | 85133 | 0.8851 |
| Equity Index Fund E | 2025-12-31 | 0.3965 | 0.853 | 9556008 | -107789 | -1.1154 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3965 | 0.853 | 9556008 | 9556008 | 0 |
| Equity Index Fund A | 2025-12-31 | 0.3965 | 0.853 | 9556008 | -107789 | -1.1154 |
| BlackRock Equity Index Fund F | 2026-06-30 | 0.356 | 0.9437 | 8580237 | -124372 | -1.4288 |
| Russell 1000 Index Fund | 2026-08-31 | 0.3328 | 0.8981 | 8020646 | 97092 | 1.2254 |
| Blackrock Russ 1000 Eq Idx Composite | 2026-06-30 | 0.329 | 0.8827 | 7927601 | 412155 | 5.4841 |
| Russell 1000 Index Non-Lendable Fund | 2025-12-31 | 0.3119 | 0.7949 | 7515446 | 37754 | 0.5049 |
| Russell 1000 Index Non-Lendable Fund B | 2025-12-31 | 0.3119 | 0.7949 | 7515446 | 7515446 | 0 |
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 |