Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
BlackRock Inc 2026-03-31 9.1534 0.4746 225830330 6734865 3.0739
Vanguard Capital Management, LLC 2026-03-31 6.5252 0.479 160987624 160987624 0
State Street Corp 2026-03-31 4.8365 0.499 119325673 -714495 -0.5952
Wellington Management Company LLP 2026-06-30 3.4959 1.9103 86249283 1934312 2.2942
Vanguard Portfolio Management, LLC 2026-03-31 2.728 0.423 67304305 67304305 0
Geode Capital Management, LLC 2026-03-31 2.414 0.4442 59558154 -489830 -0.8157
JPMorgan Chase & Co 2026-03-31 2.1471 0.4018 52972983 23773005 81.4145
Charles Schwab Investment Management Inc 2026-03-31 2.0171 0.9148 49765225 1201421 2.4739
Morgan Stanley - Brokerage Accounts 2026-03-31 1.9307 0.3452 47632487 2686466 5.9771
FMR Inc 2026-03-31 1.8043 0.2821 44516010 3679444 9.0102
Fisher Asset Management, LLC 2026-06-30 1.5612 1.4738 38516263 12079979 45.6947
NORGES BANK 2026-06-30 1.499 0.4737 36983784 -997718 -2.6269
Bank of America Corp 2026-03-31 1.2473 0.2706 30774221 2919780 10.4823
Northern Trust Corp 2026-03-31 1.098 0.4307 27090023 -144619 -0.531
T. Rowe Price Associates, Inc. 2026-03-31 0.934 0.3205 23042842 4289452 22.8729
Amvescap Plc. 2026-03-31 0.8858 0.2567 21855101 1308916 6.3706
UBS Asset Mgmt Americas Inc 2026-03-31 0.8275 0.5106 20414819 981416 5.0501
The Goldman Sachs Group Inc 2026-03-31 0.8161 0.2781 20133379 784661 4.0554
Legal & General Group PLC 2026-03-31 0.7919 0.5436 19538545 -238297 -1.2049
Bank of New York Mellon Corp 2026-03-31 0.7585 0.4139 18713363 -451163 -2.3542

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 3.1878 0.4457 78649160 224246 0.2859
Vanguard 500 Index Investor 2026-07-31 2.6278 0.4992 64831228 680372 1.0606
Schwab US Dividend Equity ETFâ„¢ 2026-08-29 1.4651 4.776 36145409 90321 0.2505
iShares Core S&P 500 ETF 2026-08-31 1.3331 0.5506 32889563 -51696 -0.1569
Fidelity 500 Index 2026-07-31 1.2945 0.4991 31937408 253754 0.8009
State Street® SPDR® S&P 500® ETF 2026-08-31 1.2273 0.5514 30279838 7150 0.0236
Vanguard MStar Value Index Investor 2026-07-31 0.9535 1.1921 23525453 41894 0.1784
Vanguard Health Care Inv 2026-06-30 0.742 6.0499 18306247 516500 2.9034
State Street®HlthCrSelSectSPDR®ETF 2026-08-31 0.7147 5.9295 17632968 -41160 -0.2329
Vanguard Dividend Appreciation ETF 2026-07-31 0.5664 1.3867 13974148 20904 0.1498
Vanguard Institutional Index I 2026-07-31 0.5403 0.4989 13330498 -66476 -0.4962
State St S&P 500® Idx SL Cl I 2026-08-31 0.5281 0.5476 13029722 -70104 -0.5352
Vanguard Equity-Income Inv 2026-06-30 0.5013 2.4274 12367541 -778310 -5.9206
Vanguard Institutional 500 Index Trust 2026-07-31 0.4544 0.4995 11211043 50588 0.4533
Vanguard High Dividend Yield ETF 2026-07-31 0.4038 1.3065 9962744 86976 0.8807
Vanguard Wellington Inv 2026-06-30 0.4026 1.0318 9932268 -1759799 -15.0512
Equity Index Fund E 2025-12-31 0.3991 0.4471 9846247 -176456 -1.7606
Equity Index Fund A 2025-12-31 0.3991 0.4471 9846247 -176456 -1.7606
Equity Index Non-Lendable Fund B 2025-12-31 0.3991 0.4471 9846247 9846247 0
BlackRock Equity Index Fund F 2026-06-30 0.3568 0.4899 8803392 -167552 -1.8677

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Ro Khanna 2026-03-10 Purchase 117.14
Chirfi Guindo 2026-02-09 Sell 10000 118.41
Jennifer Zachary 2026-02-09 Sell 121573 119.15
David Michael Williams 2026-02-06 Sell 5000 121.91
Johannes Jacobus Oosthuizen 2026-02-06 Sell 15000 121.87
Richard R Deluca 2026-02-06 Sell 37685 120.92
Chirfi Guindo 2026-02-05 Sell 20000 121.88
Dean Y Li 2026-02-04 Sell 15087 118.77
Josh Gottheimer 2026-02-04 Purchase 118.35
Robert M Davis 2026-02-04 Sell 47434 118.04
Dalton E Smart III 2026-02-04 Sell 6400 119.67
Caroline Litchfield 2026-02-04 Sell 41997 119.61
Michael T. McCaul 2026-01-13 Sell 108.2
Gilbert Ray Cisneros, Jr. 2025-12-19 Purchase 100.92
Julie Johnson 2025-12-18 Sell 100.76
Gilbert Ray Cisneros, Jr. 2025-11-18 Purchase 96.61
Julie Johnson 2025-11-13 Sell 92.99
David Michael Williams 2025-11-03 Sell 8614 83.59

Major Indices