Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| State Street Corp | 2026-03-31 | 14.1262 | 0.6794 | 32555588 | -1111330 | -3.301 |
| Vanguard Group Inc | 2025-12-31 | 9.2298 | 0.1492 | 21271281 | -17369 | -0.0816 |
| BlackRock Inc | 2026-03-31 | 7.7378 | 0.1883 | 17832713 | 122978 | 0.6944 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 3.1035 | 0.6608 | 7152449 | -1486487 | -17.2068 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 2.458 | 0.2063 | 5664857 | -63694 | -1.1119 |
| Geode Capital Management, LLC | 2026-03-31 | 2.201 | 0.1909 | 5072402 | 177853 | 3.6337 |
| Bank of America Corp | 2026-03-31 | 1.1697 | 0.1191 | 2695689 | -299221 | -9.991 |
| FMR Inc | 2026-03-31 | 0.9763 | 0.0716 | 2250073 | 48094 | 2.1841 |
| Amvescap Plc. | 2026-03-31 | 0.8502 | 0.1813 | 1959489 | 2250 | 0.115 |
| Northern Trust Corp | 2026-03-31 | 0.8423 | 0.1551 | 1941095 | -74396 | -3.6912 |
| Capital World Investors | 2026-03-31 | 0.8117 | 0.1543 | 1870753 | 53167 | 2.9251 |
| Royal Bank of Canada | 2026-03-31 | 0.7841 | 0.1916 | 1806952 | 152629 | 9.2261 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.7384 | 0.1181 | 1701825 | 534663 | 45.8088 |
| UBS Group AG | 2026-03-31 | 0.697 | 0.1457 | 1606409 | 378921 | 30.8696 |
| AQR Capital Management LLC | 2026-03-31 | 0.6542 | 0.4173 | 1507786 | 213963 | 16.5373 |
| Capital Research Global Investors | 2026-03-31 | 0.6357 | 0.1374 | 1464995 | 1124691 | 330.496 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 0.6263 | 1.1828 | 1443279 | 416466 | 40.5591 |
| Franklin Resources Inc | 2026-03-31 | 0.61 | 0.2081 | 1405747 | -264537 | -15.8378 |
| Two Sigma Investments LLC | 2026-03-31 | 0.5854 | 0.658 | 1349172 | 864657 | 178.4583 |
| Bank of New York Mellon Corp | 2026-03-31 | 0.5453 | 0.1397 | 1256803 | -75074 | -5.6367 |
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 | 3.181 | 0.1717 | 7330893 | 22706 | 0.3107 |
| Vanguard 500 Index Investor | 2026-04-30 | 2.278 | 0.1695 | 5249815 | 94022 | 1.8236 |
| Schwab US Dividend Equity ETF™ | 2026-04-30 | 2.0304 | 2.6716 | 4679350 | 4018 | 0.0859 |
| iShares Core S&P 500 ETF | 2026-04-30 | 1.1364 | 0.1696 | 2618858 | 7670 | 0.2937 |
| Fidelity 500 Index | 2026-03-31 | 1.122 | 0.2186 | 2585702 | -5748 | -0.2218 |
| State Street® SPDR® S&P 500® ETF | 2026-04-30 | 1.0489 | 0.1696 | 2417423 | 7906 | 0.3281 |
| Vanguard Value Index Inv | 2026-04-30 | 0.9253 | 0.4623 | 2132578 | 6393 | 0.3007 |
| Vanguard Dividend Appreciation ETF | 2026-04-30 | 0.4933 | 0.4702 | 1136808 | 3153 | 0.2781 |
| Vanguard Institutional Index I | 2026-04-30 | 0.4863 | 0.1693 | 1120773 | -19960 | -1.7498 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-04-30 | 0.4857 | 1.9261 | 1119254 | -4875 | -0.4337 |
| State St S&P 500® Idx SL Cl I | 2026-04-30 | 0.4736 | 0.1688 | 1091487 | 10674 | 0.9876 |
| iShares US Aerospace & Defense ETF | 2026-04-30 | 0.4478 | 3.9189 | 1032083 | 5796 | 0.5648 |
| Invesco Aerospace & Defense ETF | 2026-04-30 | 0.4301 | 6.3865 | 991282 | 2484 | 0.2512 |
| Vanguard Institutional 500 Index Trust | 2026-04-30 | 0.3965 | 0.1695 | 913730 | -755 | -0.0826 |
| iShares MSCI USA Quality Factor ETF | 2026-04-30 | 0.3688 | 0.8787 | 850044 | 0 | 0 |
| American Funds Income Fund of Amer A | 2026-03-31 | 0.3677 | 0.3617 | 847439 | 0 | 0 |
| Vanguard High Dividend Yield ETF | 2026-04-30 | 0.3527 | 0.4434 | 812860 | 5216 | 0.6458 |
| Equity Index Fund E | 2025-12-31 | 0.3485 | 0.1676 | 803270 | -22370 | -2.7094 |
| Equity Index Fund A | 2025-12-31 | 0.3485 | 0.1676 | 803270 | -22370 | -2.7094 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3485 | 0.1676 | 803270 | 803270 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Stephanie C Hill | 2026-02-24 | Sell | 10 | 666.05 |
| Gilbert Ray Cisneros, Jr. | 2025-12-19 | Sell | 473.7 | |
| Gilbert Ray Cisneros, Jr. | 2025-11-18 | Purchase | 474.45 | |
| John Frank A St | 2025-10-23 | Sell | 7792 | 491.04 |