Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| 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 | 2026-06-30 | 1.9136 | 0.7821 | 109067291 | 4102864 | 3.9088 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.6262 | 0.1568 | 92685370 | 3571766 | 4.0081 |
| Northern Trust Corp | 2026-03-31 | 1.0883 | 0.2302 | 62026552 | -1224037 | -1.9352 |
| NORGES BANK | 2026-06-30 | 1.0792 | 0.1476 | 61505586 | -12027991 | -16.3571 |
| Massachusetts Financial Services Company | 2026-03-31 | 0.9986 | 0.5442 | 56911830 | 1038828 | 1.8593 |
| State Farm Mutual Automobile Ins Co | 2026-06-30 | 0.9564 | 0.8982 | 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 |
| 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. | 2026-06-30 | 0.6678 | 0.1661 | 38060345 | 1637546 | 4.4959 |
| UBS Asset Mgmt Americas Inc | 2026-03-31 | 0.6057 | 0.2016 | 34522932 | -1190103 | -3.3324 |
| Royal Bank of Canada | 2026-03-31 | 0.5993 | 0.1682 | 34155840 | -1714429 | -4.7795 |
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 | 3.1844 | 0.1976 | 181491199 | 515192 | 0.2847 |
| Vanguard 500 Index Investor | 2026-07-31 | 2.6253 | 0.2213 | 149626158 | 1570646 | 1.0608 |
| iShares Core S&P 500 ETF | 2026-08-31 | 1.3311 | 0.2446 | 75864389 | -119232 | -0.1569 |
| Fidelity 500 Index | 2026-07-31 | 1.2931 | 0.2212 | 73699750 | 585541 | 0.8009 |
| State Street® SPDR® S&P 500® ETF | 2026-08-31 | 1.225 | 0.2449 | 69817535 | 16500 | 0.0236 |
| Vanguard MStar Value Index Investor | 2026-07-31 | 0.9526 | 0.5285 | 54293173 | 100853 | 0.1861 |
| State Street®HlthCrSelSectSPDR®ETF | 2026-08-31 | 0.7139 | 2.6355 | 40690356 | -94992 | -0.2329 |
| Vanguard Institutional Index I | 2026-07-31 | 0.5397 | 0.2211 | 30758208 | -158057 | -0.5112 |
| State St S&P 500® Idx SL Cl I | 2026-08-31 | 0.5276 | 0.2434 | 30067738 | -161754 | -0.5351 |
| Vanguard Institutional 500 Index Trust | 2026-07-31 | 0.4539 | 0.2214 | 25870954 | 115830 | 0.4497 |
| iShares Core High Dividend ETF | 2026-08-31 | 0.4517 | 4.7255 | 25745155 | 29376 | 0.1142 |
| Vanguard High Dividend Yield ETF | 2026-07-31 | 0.4023 | 0.5776 | 22927340 | 204786 | 0.9012 |
| Equity Index Fund E | 2025-12-31 | 0.3971 | 0.2431 | 22630460 | -183607 | -0.8048 |
| Equity Index Fund A | 2025-12-31 | 0.3971 | 0.2431 | 22630460 | -183607 | -0.8048 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.3971 | 0.2431 | 22630460 | 22630460 | 0 |
| BlackRock Equity Index Fund F | 2026-06-30 | 0.3568 | 0.2121 | 20334437 | -215803 | -1.0501 |
| iShares Select Dividend ETF | 2026-08-31 | 0.3331 | 2.2891 | 18982930 | 163991 | 0.8714 |
| Russell 1000 Index Fund | 2026-08-31 | 0.3325 | 0.2272 | 18953133 | 229432 | 1.2254 |
| Blackrock Russ 1000 Eq Idx Composite | 2026-06-30 | 0.3287 | 0.1978 | 18733459 | 935975 | 5.259 |
| First Trust Morningstar Div Leaders ETF | 2026-08-31 | 0.3218 | 6.4698 | 18338932 | 0 | 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 |