Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.9845 | 0.7211 | 240349660 | 3731074 | 1.5768 |
| BlackRock Inc | 2026-03-31 | 8.8644 | 0.9113 | 213385546 | 4604387 | 2.2054 |
| State Street Corp | 2026-03-31 | 5.5448 | 1.1265 | 133476288 | -393555 | -0.294 |
| JPMorgan Chase & Co | 2026-03-31 | 2.6211 | 0.9826 | 63096344 | 4538106 | 7.7497 |
| Geode Capital Management, LLC | 2026-03-31 | 2.4578 | 0.8972 | 59164862 | 1211115 | 2.0898 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.8578 | 0.6586 | 44721167 | -1604422 | -3.4634 |
| NORGES BANK | 2025-12-31 | 1.39 | 0.7408 | 33459884 | 1530760 | 4.7942 |
| State Farm Mutual Automobile Ins Co | 2026-03-31 | 1.3123 | 6.0872 | 31590952 | 0 | 0 |
| Northern Trust Corp | 2026-03-31 | 1.218 | 0.9473 | 29319669 | 38236 | 0.1306 |
| Bank of America Corp | 2026-03-31 | 1.06 | 0.456 | 25516697 | -2816904 | -9.9419 |
| FMR Inc | 2026-03-31 | 1.0291 | 0.319 | 24771828 | 5995157 | 31.9288 |
| Bank of New York Mellon Corp | 2026-03-31 | 0.9065 | 0.9807 | 21821962 | -2572318 | -10.5448 |
| Wellington Management Company LLP | 2026-03-31 | 0.834 | 0.9165 | 20075375 | -3163013 | -13.6112 |
| UBS Asset Mgmt Americas Inc | 2026-03-31 | 0.8154 | 0.9975 | 19628113 | 2352176 | 13.6153 |
| Legal & General Group PLC | 2026-03-31 | 0.8037 | 1.0938 | 19347862 | 603275 | 3.2184 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 0.7967 | 0.7163 | 19177219 | 142917 | 0.7508 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.7501 | 0.5068 | 18057047 | 1716975 | 10.5078 |
| Wells Fargo & Co | 2026-03-31 | 0.7031 | 0.7801 | 16925454 | -919790 | -5.1543 |
| T. Rowe Price Associates, Inc. | 2026-03-31 | 0.6851 | 0.4661 | 16491133 | 4067247 | 32.7373 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 0.6577 | 0.8039 | 15832514 | -1422635 | -8.2447 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 3.19 | 0.798 | 76790859 | 238306 | 0.3113 |
| Vanguard 500 Index Investor | 2026-04-30 | 2.5958 | 0.8954 | 62487174 | 1122292 | 1.8289 |
| iShares Core S&P 500 ETF | 2026-04-30 | 1.2949 | 0.8958 | 31171059 | 91455 | 0.2943 |
| Fidelity 500 Index | 2026-03-31 | 1.2785 | 1.0523 | 30776260 | 114957 | 0.3749 |
| State Street® SPDR® S&P 500® ETF | 2026-04-30 | 1.1966 | 0.897 | 28805061 | 93867 | 0.3269 |
| Vanguard Value Index Inv | 2026-04-30 | 0.9279 | 2.1489 | 22337515 | 65209 | 0.2928 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-04-30 | 0.7213 | 10.523 | 17362305 | -170952 | -0.975 |
| Vanguard Dividend Appreciation ETF | 2026-04-30 | 0.5621 | 2.4834 | 13530878 | 37575 | 0.2785 |
| Vanguard Institutional Index I | 2026-04-30 | 0.5542 | 0.8942 | 13340236 | -237184 | -1.7469 |
| State St S&P 500® Idx SL Cl I | 2026-04-30 | 0.5397 | 0.8918 | 12991240 | 126903 | 0.9865 |
| Vanguard Institutional 500 Index Trust | 2026-04-30 | 0.4518 | 0.895 | 10875753 | -8908 | -0.0818 |
| Equity Index Fund A | 2025-12-31 | 0.397 | 0.853 | 9556008 | -107789 | -1.1154 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.397 | 0.853 | 9556008 | 9556008 | 0 |
| Equity Index Fund E | 2025-12-31 | 0.397 | 0.853 | 9556008 | -107789 | -1.1154 |
| JPMorgan Large Cap Growth I | 2026-03-31 | 0.3945 | 2.1593 | 9496788 | 0 | 0 |
| Vanguard High Dividend Yield ETF | 2026-04-30 | 0.394 | 2.2958 | 9483748 | 61683 | 0.6547 |
| Blackrock Eq Idx Fund CF | 2026-03-31 | 0.3616 | 1.0458 | 8704609 | -30743 | -0.3519 |
| Russell 1000 Index Fund | 2026-04-30 | 0.3229 | 0.8375 | 7772353 | -38483 | -0.4927 |
| Columbia Dividend Value | 2026-03-31 | 0.3154 | 4.0772 | 7591610 | -150288 | -1.9412 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-12-31 | 0.3122 | 0.7949 | 7515446 | 37754 | 0.5049 |
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 |