Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| State Street Corp | 2026-03-31 | 14.1061 | 0.6794 | 32555588 | -1111330 | -3.301 |
| BlackRock Inc | 2026-03-31 | 7.7268 | 0.1883 | 17832713 | 122978 | 0.6944 |
| Vanguard Capital Management, LLC | 2026-03-31 | 6.0945 | 0.2103 | 14065488 | 14065488 | 0 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 3.0991 | 0.6608 | 7152449 | -1486487 | -17.2068 |
| CI Private Wealth LLC | 2026-06-30 | 3.0835 | 0.1298 | 7116411 | 6942264 | 3986.439 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 2.4545 | 0.2063 | 5664857 | -63694 | -1.1119 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 2.3097 | 0.1683 | 5330585 | 5330585 | 0 |
| Geode Capital Management, LLC | 2026-03-31 | 2.1978 | 0.1909 | 5072402 | 177853 | 3.6337 |
| Bank of America Corp | 2026-03-31 | 1.168 | 0.1191 | 2695689 | -299221 | -9.991 |
| FMR Inc | 2026-03-31 | 0.9749 | 0.0716 | 2250073 | 48094 | 2.1841 |
| Sanders Capital, LLC | 2026-06-30 | 0.9071 | 1.0684 | 2093533 | 952510 | 83.4786 |
| Amvescap Plc. | 2026-03-31 | 0.849 | 0.1157 | 1959489 | 2250 | 0.115 |
| Northern Trust Corp | 2026-03-31 | 0.8411 | 0.1551 | 1941095 | -74396 | -3.6912 |
| Capital World Investors | 2026-06-30 | 0.7991 | 0.111 | 1844218 | -26535 | -1.4184 |
| Royal Bank of Canada | 2026-03-31 | 0.7829 | 0.1916 | 1806952 | 152629 | 9.2261 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.7374 | 0.1181 | 1701825 | 534663 | 45.8088 |
| UBS Group AG | 2026-03-31 | 0.696 | 0.1457 | 1606409 | 378921 | 30.8696 |
| Two Sigma Investments LLC | 2026-06-30 | 0.6802 | 0.5791 | 1569836 | 220664 | 16.3555 |
| AQR Capital Management LLC | 2026-03-31 | 0.6533 | 0.4173 | 1507786 | 213963 | 16.5373 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 0.6254 | 1.1828 | 1443279 | 416466 | 40.5591 |
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 | 0.1862 | 7340777 | 20709 | 0.2829 |
| Schwab US Dividend Equity ETF™ | 2026-08-29 | 2.4012 | 2.7831 | 5541723 | 13846 | 0.2505 |
| Vanguard 500 Index Investor | 2026-07-31 | 2.3083 | 0.1836 | 5327349 | 55836 | 1.0592 |
| iShares Core S&P 500 ETF | 2026-08-31 | 1.1706 | 0.1718 | 2701657 | -4248 | -0.157 |
| Fidelity 500 Index | 2026-07-31 | 1.1368 | 0.1835 | 2623662 | 20846 | 0.8009 |
| State Street® SPDR® S&P 500® ETF | 2026-08-31 | 1.0774 | 0.172 | 2486429 | 585 | 0.0235 |
| Vanguard MStar Value Index Investor | 2026-07-31 | 0.9516 | 0.4981 | 2196250 | 3939 | 0.1797 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-08-31 | 0.5103 | 2.0694 | 1177804 | -4845 | -0.4097 |
| iShares US Aerospace & Defense ETF | 2026-08-31 | 0.4987 | 4.7122 | 1150999 | 0 | 0 |
| Vanguard Dividend Appreciation ETF | 2026-07-31 | 0.4974 | 0.5099 | 1147972 | 1720 | 0.1501 |
| Vanguard Institutional Index I | 2026-07-31 | 0.4745 | 0.1834 | 1094990 | -5553 | -0.5046 |
| State St S&P 500® Idx SL Cl I | 2026-08-31 | 0.4638 | 0.1709 | 1070380 | -5787 | -0.5377 |
| Invesco Aerospace & Defense ETF | 2026-08-28 | 0.4134 | 6.5899 | 954071 | 1393 | 0.1462 |
| Vanguard Institutional 500 Index Trust | 2026-07-31 | 0.3991 | 0.1837 | 921001 | 4167 | 0.4545 |
| Vanguard High Dividend Yield ETF | 2026-07-31 | 0.3543 | 0.48 | 817758 | 6871 | 0.8473 |
| American Funds Income Fd of Amer A | 2026-06-30 | 0.3531 | 0.2858 | 814957 | -32482 | -3.833 |
| Equity Index Fund E | 2025-12-31 | 0.3481 | 0.1676 | 803270 | -22370 | -2.7094 |
| Equity Index Fund A | 2025-12-31 | 0.3481 | 0.1676 | 803270 | -22370 | -2.7094 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3481 | 0.1676 | 803270 | 803270 | 0 |
| iShares MSCI USA Quality Factor ETF | 2026-08-31 | 0.3361 | 0.908 | 775739 | 3517 | 0.4554 |
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 |