Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 4.4504 | 0.7667 | 353085648 | 3522426 | 1.0077 |
| Vanguard Capital Management, LLC | 2026-03-31 | 3.5904 | 0.8757 | 284852775 | 284852775 | 0 |
| State Street Corp | 2026-03-31 | 2.3435 | 0.7994 | 185928865 | 1225015 | 0.6632 |
| Amvescap Plc. | 2026-03-31 | 1.8415 | 1.7733 | 146102818 | 121084851 | 483.9916 |
| JPMorgan Chase & Co | 2026-03-31 | 1.5437 | 0.9713 | 122469785 | 7036146 | 6.0954 |
| Geode Capital Management, LLC | 2026-03-31 | 1.3343 | 0.8149 | 105856140 | 2845431 | 2.7623 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 1.181 | 0.6084 | 93696778 | 93696778 | 0 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.0828 | 0.6432 | 85906471 | 1633455 | 1.9383 |
| Bank of America Corp | 2026-03-31 | 0.8299 | 0.5982 | 65844247 | -3355984 | -4.8497 |
| NORGES BANK | 2026-06-30 | 0.7238 | 0.6483 | 57423929 | -546893 | -0.9434 |
| Northern Trust Corp | 2026-03-31 | 0.5264 | 0.6861 | 41765304 | 39072 | 0.0936 |
| Fisher Asset Management, LLC | 2026-06-30 | 0.523 | 1.3994 | 41493173 | 515417 | 1.2578 |
| State Farm Mutual Automobile Ins Co | 2026-06-30 | 0.4915 | 3.0221 | 38994947 | 0 | 0 |
| The Goldman Sachs Group Inc | 2026-03-31 | 0.4798 | 0.5432 | 38069182 | 4445645 | 13.2218 |
| FMR Inc | 2026-03-31 | 0.4005 | 0.208 | 31777449 | -7789806 | -19.6875 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 0.3826 | 0.5766 | 30358320 | -911308 | -2.9144 |
| Wells Fargo & Co | 2026-03-31 | 0.3691 | 0.6862 | 29282350 | 920148 | 3.2443 |
| Bank of New York Mellon Corp | 2026-03-31 | 0.3547 | 0.643 | 28142040 | 1681353 | 6.3542 |
| Royal Bank of Canada | 2026-03-31 | 0.3503 | 0.6058 | 27792734 | 1927881 | 7.4537 |
| Franklin Templeton Inc | 2026-03-31 | 0.3473 | 0.8386 | 27551549 | -9269001 | -25.1734 |
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 | 1.7595 | 0.6756 | 139595525 | 396065 | 0.2845 |
| Vanguard 500 Index Investor | 2026-07-31 | 1.4506 | 0.7569 | 115088978 | 1207909 | 1.0607 |
| Invesco QQQ Trust | 2026-08-31 | 1.3227 | 2.2485 | 104938150 | 538440 | 0.5157 |
| iShares Core S&P 500 ETF | 2026-08-31 | 0.7358 | 0.6937 | 58379846 | -91728 | -0.1569 |
| Fidelity 500 Index | 2026-07-31 | 0.7145 | 0.7567 | 56690294 | 450432 | 0.8009 |
| State Street® SPDR® S&P 500® ETF | 2026-08-31 | 0.6773 | 0.6945 | 53737061 | 12690 | 0.0236 |
| Vanguard MStar Value Index Investor | 2026-07-31 | 0.5264 | 1.8074 | 41759986 | 76620 | 0.1838 |
| Vanguard Dividend Appreciation ETF | 2026-07-31 | 0.3126 | 2.1023 | 24804699 | 37097 | 0.1498 |
| Vanguard Institutional Index I | 2026-07-31 | 0.2982 | 0.7563 | 23662367 | -117761 | -0.4952 |
| State St S&P 500® Idx SL Cl I | 2026-08-31 | 0.2915 | 0.6898 | 23128308 | -124372 | -0.5349 |
| Invesco NASDAQ 100 ETF | 2026-08-31 | 0.2823 | 2.2473 | 22393172 | 10761 | 0.0481 |
| Vanguard Institutional 500 Index Trust | 2026-07-31 | 0.2508 | 0.7572 | 19900077 | 89749 | 0.453 |
| Equity Index Fund E | 2025-12-31 | 0.2192 | 0.8357 | 17390511 | -221886 | -1.2598 |
| Equity Index Non-Lendable Fund B | 2025-12-31 | 0.2192 | 0.8357 | 17390511 | 17390511 | 0 |
| Equity Index Fund A | 2025-12-31 | 0.2192 | 0.8357 | 17390511 | -221886 | -1.2598 |
| BlackRock Equity Index Fund F | 2026-06-30 | 0.197 | 0.7665 | 15626404 | -207228 | -1.3088 |
| Russell 1000 Index Fund | 2026-08-31 | 0.1842 | 0.6454 | 14610822 | 176867 | 1.2254 |
| Blackrock Russ 1000 Eq Idx Composite | 2026-06-30 | 0.182 | 0.7172 | 14442339 | 854289 | 6.2871 |
| State Street®CnsmrStpSelSectSPDR®ETF | 2026-08-31 | 0.1716 | 9.8206 | 13615263 | -7982 | -0.0586 |
| Russell 1000 Index Non-Lendable Fund | 2025-12-31 | 0.1713 | 0.7737 | 13588051 | 68321 | 0.5053 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| C Douglas Mcmillon | 2026-04-23 | Sell | 19416 | 132.21 |
| Christopher James Nicholas | 2026-04-16 | Sell | 2900 | 124.72 |
| John R Furner | 2026-04-16 | Sell | 13125 | 124.84 |
| Daniel J Bartlett | 2026-04-15 | Sell | 1335 | 124.63 |
| C Douglas Mcmillon | 2026-03-26 | Sell | 19416 | 123.16 |
| John R Furner | 2026-03-19 | Sell | 13125 | 121.96 |
| John D Rainey | 2026-03-02 | Sell | 20000 | 127.79 |
| C Douglas Mcmillon | 2026-02-26 | Sell | 19416 | 126.71 |
| Ro Khanna | 2026-02-24 | Purchase | 126.75 | |
| Latriece Watkins | 2026-02-20 | Sell | 10000 | 121.46 |
| Christopher James Nicholas | 2026-02-20 | Sell | 34082 | 122 |
| John R Furner | 2026-02-19 | Sell | 13125 | 129.1 |
| Daniel J Bartlett | 2026-02-17 | Sell | 1255 | 133.21 |
| Donna Morris | 2026-02-03 | Sell | 76181 | 123.79 |
| John D Rainey | 2026-02-02 | Sell | 20000 | 122.27 |
| Ro Khanna | 2026-01-29 | Purchase | 117.41 | |
| Ro Khanna | 2026-01-23 | Purchase | 117.73 | |
| C Douglas Mcmillon | 2026-01-22 | Sell | 19416 | 119.17 |
| John McGuire | 2026-01-20 | Sell | 118.71 | |
| Daniel J Bartlett | 2026-01-15 | Sell | 1388 | 120 |