Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.4982 | 0.1954 | 541346182 | 7031162 | 1.3159 |
| BlackRock Inc | 2026-03-31 | 8.7422 | 0.2445 | 498257550 | 5195022 | 1.0536 |
| Vanguard Capital Management, LLC | 2026-03-31 | 6.4819 | 0.2566 | 369430012 | 369430012 | 0 |
| State Street Corp | 2026-03-31 | 5.2916 | 0.2924 | 301589865 | 1144701 | 0.381 |
| Geode Capital Management, LLC | 2026-03-31 | 2.3434 | 0.2324 | 133561742 | 3369661 | 2.5882 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 2.0482 | 0.1713 | 116734695 | 116734695 | 0 |
| Fisher Asset Management, LLC | 2026-03-31 | 1.8417 | 0.9995 | 104964427 | 53012321 | 102.0408 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.6262 | 0.1568 | 92685370 | 3571766 | 4.0081 |
| NORGES BANK | 2025-12-31 | 1.2902 | 0.1959 | 73533577 | -20119761 | -21.4832 |
| Northern Trust Corp | 2026-03-31 | 1.0883 | 0.2302 | 62026552 | -1224037 | -1.9352 |
| Massachusetts Financial Services Company | 2026-03-31 | 0.9986 | 0.5442 | 56911830 | 1038828 | 1.8593 |
| State Farm Mutual Automobile Ins Co | 2026-03-31 | 0.9564 | 1.2066 | 54508560 | 0 | 0 |
| Bank of New York Mellon Corp | 2026-03-31 | 0.9454 | 0.2782 | 53879900 | 5364929 | 11.0583 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 0.9105 | 0.2226 | 51891636 | 1351517 | 2.6741 |
| Wellington Management Company LLP | 2026-03-31 | 0.8758 | 0.2618 | 49916961 | -2177349 | -4.1796 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.8265 | 0.1519 | 47105556 | 7049994 | 17.6005 |
| Bank of America Corp | 2026-03-31 | 0.8167 | 0.0955 | 46545479 | -2235713 | -4.5831 |
| Legal & General Group PLC | 2026-03-31 | 0.7633 | 0.2825 | 43505563 | 641338 | 1.4962 |
| Amundi | 2026-03-31 | 0.7163 | 0.3123 | 40825470 | -6237910 | -13.2543 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 0.6391 | 0.2124 | 36422799 | 293029 | 0.811 |
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 | 3.1789 | 0.2187 | 181177743 | 539879 | 0.2989 |
| Vanguard 500 Index Investor | 2026-04-30 | 2.5867 | 0.2454 | 147426595 | 2647081 | 1.8284 |
| iShares Core S&P 500 ETF | 2026-05-29 | 1.3143 | 0.2287 | 74909703 | 229011 | 0.3067 |
| Fidelity 500 Index | 2026-04-30 | 1.2784 | 0.2457 | 72861487 | 250643 | 0.3452 |
| State Street® SPDR® S&P 500® ETF | 2026-05-31 | 1.2022 | 0.2288 | 68518931 | 72710 | 0.1062 |
| Vanguard Value Index Inv | 2026-04-30 | 0.9247 | 0.589 | 52704085 | 158890 | 0.3024 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-05-31 | 0.6941 | 2.7506 | 39561785 | -654372 | -1.6271 |
| Vanguard Institutional Index I | 2026-04-30 | 0.5522 | 0.2451 | 31472864 | -560852 | -1.7508 |
| State St S&P 500® Idx SL Cl I | 2026-05-31 | 0.5351 | 0.228 | 30497892 | -152400 | -0.4972 |
| Vanguard Institutional 500 Index Trust | 2026-04-30 | 0.4502 | 0.2453 | 25659281 | -20984 | -0.0817 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3971 | 0.2431 | 22630460 | 22630460 | 0 |
| Equity Index Fund A | 2025-12-31 | 0.3971 | 0.2431 | 22630460 | -183607 | -0.8048 |
| Equity Index Fund E | 2025-12-31 | 0.3971 | 0.2431 | 22630460 | -183607 | -0.8048 |
| Vanguard High Dividend Yield ETF | 2026-04-30 | 0.3928 | 0.6295 | 22386717 | 144020 | 0.6475 |
| Blackrock Eq Idx Fund CF | 2026-03-31 | 0.3606 | 0.2836 | 20550240 | -137356 | -0.664 |
| Vanguard Equity-Income Inv | 2026-03-31 | 0.3352 | 0.8581 | 19102805 | -737646 | -3.7179 |
| iShares Select Dividend ETF | 2026-05-29 | 0.3313 | 2.1942 | 18879864 | 114197 | 0.6085 |
| Russell 1000 Index Fund | 2026-05-31 | 0.3219 | 0.2138 | 18348437 | 0 | 0 |
| Blackrock Russ 1000 Eq Idx Composite | 2025-12-31 | 0.3123 | 0.2265 | 17797484 | 144663 | 0.8195 |
| Russell 1000 Index Non-Lendable Fund B | 2025-12-31 | 0.3123 | 0.2265 | 17797484 | 17797484 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | 2026-03-13 | Sell | 26.6 | |
| Gilbert Ray Cisneros, Jr. | 2026-02-10 | Purchase | 27.61 | |
| 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 | |
| Ro Khanna | 2025-08-04 | Purchase | 23.56 | |
| Lisa C. McClain | 2025-08-04 | Sell | 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 |