Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| State Street Corp | 2025-09-30 | 14.8353 | 0.5919 | 34189834 | -346059 | -1.002 |
| Vanguard Group Inc | 2025-12-31 | 9.2298 | 0.1492 | 21271281 | -17369 | -0.0816 |
| BlackRock Inc | 2025-09-30 | 7.3148 | 0.1473 | 16857759 | -405631 | -2.3497 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 3.7485 | 0.6493 | 8638936 | 114900 | 1.348 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 2.2568 | 0.1572 | 5201028 | -113297 | -2.1319 |
| Geode Capital Management, LLC | 2025-12-31 | 2.1238 | 0.1459 | 4894549 | 9734 | 0.1993 |
| Bank of America Corp | 2025-09-30 | 1.3026 | 0.1016 | 3001888 | 66000 | 2.248 |
| FMR Inc | 2025-12-31 | 0.9555 | 0.0543 | 2201979 | -41066 | -1.8308 |
| Amvescap Plc. | 2025-09-30 | 0.9529 | 0.1727 | 2196058 | 87663 | 4.1578 |
| Wellington Management Company LLP | 2025-12-31 | 0.9106 | 0.1779 | 2098621 | -286132 | -11.9984 |
| Northern Trust Corp | 2025-09-30 | 0.907 | 0.1335 | 2090266 | -76442 | -3.528 |
| JPMorgan Chase & Co | 2025-09-30 | 0.8197 | 0.0283 | 1889100 | 927829 | 96.5211 |
| Capital World Investors | 2025-12-31 | 0.7887 | 0.1196 | 1817586 | -1035763 | -36.2999 |
| Royal Bank of Canada | 2025-09-30 | 0.7566 | 0.1427 | 1743784 | -2284654 | -56.7131 |
| Franklin Resources Inc | 2025-09-30 | 0.7203 | 0.2066 | 1659935 | -87899 | -5.029 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.6902 | 0.1425 | 1590622 | -46158 | -2.82 |
| Deutsche Bank AG | 2025-12-31 | 0.6252 | 0.2269 | 1440840 | 99403 | 7.4102 |
| UBS Group AG | 2025-09-30 | 0.6068 | 0.1094 | 1398448 | -209986 | -13.0553 |
| D. E. Shaw & Co LP | 2025-12-31 | 0.5817 | 0.3555 | 1340668 | 699458 | 109.0841 |
| Wells Fargo & Co | 2025-09-30 | 0.5713 | 0.125 | 1316649 | -138700 | -9.5304 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 3.1758 | 0.2298 | 7318933 | 29213 | 0.4007 |
| Vanguard 500 Index Investor | 2026-02-28 | 2.2733 | 0.2276 | 5238990 | 50105 | 0.9656 |
| Schwab US Dividend Equity ETF™ | 2026-03-31 | 1.9687 | 3.2234 | 4537221 | 7544 | 0.1665 |
| iShares Core S&P 500 ETF | 2026-03-31 | 1.1293 | 0.2184 | 2602519 | -1416 | -0.0544 |
| Fidelity 500 Index | 2026-02-28 | 1.1245 | 0.2277 | 2591450 | 4272 | 0.1651 |
| State Street® SPDR® S&P 500® ETF | 2026-03-31 | 1.0179 | 0.2181 | 2345915 | -5782 | -0.2459 |
| Vanguard Value Index Inv | 2026-02-28 | 0.9354 | 0.5924 | 2155822 | 26518 | 1.2454 |
| Vanguard Institutional Index I | 2026-02-28 | 0.5006 | 0.2274 | 1153602 | -8686 | -0.7473 |
| Vanguard Dividend Appreciation ETF | 2026-02-28 | 0.4903 | 0.5972 | 1130025 | 5938 | 0.5283 |
| State Street® IndstrlSelSectSPDR®ETF | 2026-03-31 | 0.4882 | 2.4196 | 1125089 | -7800 | -0.6885 |
| State St S&P 500® Indx SL Cl III | 2026-03-31 | 0.469 | 0.2162 | 1080813 | -4680 | -0.4311 |
| iShares US Aerospace & Defense ETF | 2026-03-31 | 0.4396 | 4.5762 | 1013039 | -8280 | -0.8107 |
| Invesco Aerospace & Defense ETF | 2026-03-31 | 0.425 | 7.5358 | 979483 | -202345 | -17.1214 |
| Vanguard Institutional 500 Index Trust | 2026-02-28 | 0.3968 | 0.2272 | 914459 | 5440 | 0.5984 |
| iShares MSCI USA Quality Factor ETF | 2026-03-31 | 0.3692 | 1.1063 | 850886 | -528 | -0.062 |
| American Funds Income Fund of Amer A | 2025-12-31 | 0.3677 | 0.2941 | 847439 | -1039899 | -55.0987 |
| Vanguard Dividend Growth Inv | 2025-12-31 | 0.3666 | 0.9972 | 844890 | -124351 | -12.8297 |
| Vanguard High Dividend Yield ETF | 2026-02-28 | 0.3642 | 0.5961 | 839448 | 9087 | 1.0943 |
| 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 |
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 |