Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.5212 | 0.1954 | 541346182 | 7031162 | 1.3159 |
| BlackRock Inc | 2025-09-30 | 8.7489 | 0.2219 | 497434544 | 2557248 | 0.5167 |
| State Street Corp | 2025-09-30 | 5.2603 | 0.2643 | 299087408 | 2786098 | 0.9403 |
| Geode Capital Management, LLC | 2025-09-30 | 2.269 | 0.2092 | 129007353 | 1535872 | 1.2049 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.3151 | 0.1154 | 74770658 | 4635350 | 6.6092 |
| NORGES BANK | 2025-12-31 | 1.2933 | 0.1959 | 73533577 | -20119761 | -21.4832 |
| Northern Trust Corp | 2025-09-30 | 1.126 | 0.2087 | 64019807 | 869175 | 1.3764 |
| JPMorgan Chase & Co | 2025-09-30 | 0.9942 | 0.0432 | 56526684 | 27168113 | 92.5389 |
| Massachusetts Financial Services Company | 2025-12-31 | 0.9827 | 0.4486 | 55873002 | -1715658 | -2.9792 |
| State Farm Mutual Automobile Ins Co | 2025-09-30 | 0.9587 | 1.1579 | 54508560 | 0 | 0 |
| Wellington Management Company LLP | 2025-12-31 | 0.9162 | 0.2273 | 52094310 | -8367643 | -13.8395 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.8889 | 0.1955 | 50540119 | 410082 | 0.818 |
| Fisher Asset Management, LLC | 2025-09-30 | 0.8669 | 0.4546 | 49288054 | 897786 | 1.8553 |
| Bank of America Corp | 2025-09-30 | 0.7812 | 0.0768 | 44414639 | -7045690 | -13.6915 |
| Legal & General Group PLC | 2025-12-31 | 0.7539 | 0.2367 | 42864225 | 1123039 | 2.6905 |
| Amundi | 2025-09-30 | 0.7297 | 0.3524 | 41490929 | 4043413 | 10.7975 |
| Royal Bank of Canada | 2025-09-30 | 0.69 | 0.1638 | 39229159 | -19783671 | -33.5244 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 0.6354 | 0.1887 | 36129770 | -205761 | -0.5663 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.6144 | 0.1597 | 34933214 | -1034611 | -2.8765 |
| UBS Asset Mgmt Americas Inc | 2025-09-30 | 0.6014 | 0.1892 | 34195484 | -9682206 | -22.0664 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 3.1502 | 0.2254 | 179108431 | 384824 | 0.2153 |
| Vanguard 500 Index Investor | 2026-01-31 | 2.5475 | 0.2534 | 144845256 | 903844 | 0.6279 |
| iShares Core S&P 500 ETF | 2026-02-25 | 1.2737 | 0.2591 | 72419808 | 13750082 | 23.4364 |
| Fidelity 500 Index | 2025-12-31 | 1.2646 | 0.2419 | 71903626 | 100455 | 0.1399 |
| State Street® SPDR® S&P 500® ETF | 2026-02-26 | 1.1801 | 0.2606 | 67098448 | -119268 | -0.1774 |
| Vanguard Value Index Inv | 2026-01-31 | 0.9202 | 0.6072 | 52319143 | -18260 | -0.0349 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-02-26 | 0.7378 | 2.7028 | 41951776 | 157440 | 0.3767 |
| Vanguard Institutional Index I | 2026-01-31 | 0.5708 | 0.2535 | 32453520 | -78372 | -0.2409 |
| State St S&P 500® Indx SL Cl III | 2026-01-31 | 0.5325 | 0.2514 | 30274841 | 306000 | 1.0211 |
| Vanguard Institutional 500 Index Trust | 2026-01-31 | 0.4464 | 0.2533 | 25381554 | 82485 | 0.326 |
| Vanguard High Dividend Yield ETF | 2026-01-31 | 0.4022 | 0.6818 | 22870028 | 90641 | 0.3979 |
| Blackrock Eq Idx Fund CF | 2025-12-31 | 0.3639 | 0.2411 | 20687596 | -261915 | -1.2502 |
| Vanguard Equity-Income Inv | 2025-12-31 | 0.349 | 0.7903 | 19840451 | -3084321 | -13.4541 |
| Russell 1000 Index Fund | 2026-01-31 | 0.3134 | 0.2348 | 17816437 | 183283 | 1.0394 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-12-31 | 0.313 | 0.2265 | 17797484 | 144663 | 0.8195 |
| Vanguard Health Care ETF | 2026-01-31 | 0.302 | 2.2887 | 17168688 | 13874 | 0.0809 |
| Franklin Income A1 | 2026-01-31 | 0.299 | 0.5723 | 17000000 | 0 | 0 |
| MFS Large Cap Value Equity | 2025-12-31 | 0.2985 | 0.7698 | 16971561 | -1627505 | -8.7505 |
| MFS Value A | 2026-01-31 | 0.2941 | 0.7959 | 16719660 | -7149539 | -29.953 |
| iShares Select Dividend ETF | 2026-02-25 | 0.2812 | 1.8986 | 15986672 | 4759475 | 42.3924 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Ro Khanna | 2026-01-22 | Sell | 26.09 | |
| J. French Hill | 2025-12-31 | Sell | 24.9 | |
| Gilbert Ray Cisneros, Jr. | 2025-12-19 | Sell | 25.19 | |
| Gilbert Ray Cisneros, Jr. | 2025-11-18 | Purchase | 25.45 | |
| Ro Khanna | 2025-09-15 | Sell | 23.98 | |
| Ro Khanna | 2025-09-05 | Sell | 24.86 | |
| Gilbert Ray Cisneros, Jr. | 2025-08-05 | Sell | 24.69 | |
| Lisa C. McClain | 2025-08-04 | Sell | 23.56 | |
| Ro Khanna | 2025-08-04 | Purchase | 23.56 | |
| Lisa C. McClain | 2025-07-16 | Purchase | 24.59 | |
| Ro Khanna | 2025-07-01 | Purchase | 25.03 | |
| Ro Khanna | 2025-06-20 | Purchase | 23.97 | |
| Josh Gottheimer | 2025-06-03 | Sell | 23.37 | |
| Ron Wyden | 2025-06-03 | Sell | 23.37 | |
| Gilbert Ray Cisneros, Jr. | 2025-05-30 | Purchase | 23.46 | |
| Ro Khanna | 2025-05-28 | Purchase | 23.18 | |
| Ro Khanna | 2025-05-19 | Purchase | 23.01 | |
| Robert Bresnahan, Jr. | 2025-05-15 | Purchase | 22.57 | |
| Gilbert Ray Cisneros, Jr. | 2025-04-29 | Purchase | 23.8 | |
| Bruce Westerman | 2025-04-21 | Sell | 22.07 |