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 |
| Vanguard Capital Management, LLC | 2026-03-31 | 6.1032 | 0.2103 | 14065488 | 14065488 | 0 |
| 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 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 2.313 | 0.1683 | 5330585 | 5330585 | 0 |
| 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 |
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™ | 2026-05-30 | 2.0983 | 2.7005 | 4835703 | 9348 | 0.1937 |
| iShares Core S&P 500 ETF | 2026-05-29 | 1.1574 | 0.165 | 2667474 | 8142 | 0.3062 |
| Fidelity 500 Index | 2026-04-30 | 1.1258 | 0.1698 | 2594628 | 8926 | 0.3452 |
| State Street® SPDR® S&P 500® ETF | 2026-05-31 | 1.0592 | 0.1651 | 2441141 | 2596 | 0.1065 |
| 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 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-05-31 | 0.4922 | 1.9903 | 1134394 | 325 | 0.0287 |
| Vanguard Institutional Index I | 2026-04-30 | 0.4863 | 0.1693 | 1120773 | -19960 | -1.7498 |
| State St S&P 500® Idx SL Cl I | 2026-05-31 | 0.4712 | 0.1645 | 1086047 | -5440 | -0.4984 |
| iShares US Aerospace & Defense ETF | 2026-05-29 | 0.4331 | 3.7055 | 998135 | -9108 | -0.9043 |
| Invesco Aerospace & Defense ETF | 2026-05-29 | 0.4226 | 6.1686 | 973894 | -621 | -0.0637 |
| Vanguard Institutional 500 Index Trust | 2026-04-30 | 0.3965 | 0.1695 | 913730 | -755 | -0.0826 |
| 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 A | 2025-12-31 | 0.3485 | 0.1676 | 803270 | -22370 | -2.7094 |
| Equity Index Fund E | 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 |
| Hudson Edge Core Plus Fixed Income | 2025-12-31 | 0.3363 | 0.8433 | 775000 | 775000 | 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 |