Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.647 | 0.0081 | 11059404 | 110628 | 1.0104 |
| BlackRock Inc | 2025-09-30 | 8.9736 | 0.009 | 10287490 | -2621586 | -20.3081 |
| FMR Inc | 2025-12-31 | 5.6618 | 0.0167 | 6490727 | -4901342 | -43.0242 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 5.4105 | 0.0654 | 6202679 | -70405 | -1.1223 |
| American Century Companies Inc | 2025-12-31 | 3.7784 | 0.1095 | 4331564 | 1106948 | 34.3281 |
| State Street Corp | 2025-09-30 | 3.0016 | 0.0059 | 3441093 | -160319 | -4.4516 |
| PRIMECAP Management Company | 2025-12-31 | 2.8444 | 0.1242 | 3260830 | -198579 | -5.7403 |
| Citadel Advisors Llc | 2025-09-30 | 2.8259 | 0.0245 | 3239599 | 2740319 | 548.8541 |
| Massachusetts Financial Services Company | 2025-12-31 | 2.5842 | 0.0481 | 2962620 | 588119 | 24.7681 |
| The Goldman Sachs Group Inc | 2025-09-30 | 2.1851 | 0.0153 | 2505072 | -480891 | -16.1051 |
| Frontier Capital Management CO Inc | 2025-12-31 | 1.9895 | 1.2174 | 2280772 | 491752 | 27.4872 |
| Geode Capital Management, LLC | 2025-09-30 | 1.8444 | 0.0067 | 2114425 | -101272 | -4.5707 |
| Balyasny Asset Management LLC | 2025-12-31 | 1.5589 | 0.1141 | 1787099 | 811147 | 83.1134 |
| UBS Group AG | 2025-09-30 | 1.5196 | 0.0136 | 1742138 | 470114 | 36.958 |
| Capital Research Global Investors | 2025-09-30 | 1.4829 | 0.0159 | 1700000 | 0 | 0 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.4313 | 0.005 | 1640876 | -206222 | -11.1646 |
| Par Capital Management Inc | 2025-12-31 | 1.3795 | 2.1027 | 1581500 | 462198 | 41.2934 |
| Causeway Capital Management LLC | 2025-12-31 | 1.2513 | 0.9928 | 1434517 | 1434517 | 0 |
| Qube Research & Technologies | 2025-09-30 | 1.1572 | 0.0682 | 1326619 | -1285123 | -49.2056 |
| Two Sigma Investments LLC | 2025-12-31 | 1.1249 | 0.0915 | 1289546 | 320006 | 33.006 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-02-25 | 3.2637 | 0.1814 | 3741532 | 3741532 | 0 |
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 3.1829 | 0.0088 | 3648910 | 9054 | 0.2487 |
| Avantis US Small Cap Value ETF | 2026-02-27 | 2.8429 | 0.7568 | 3259093 | 9840 | 0.3028 |
| Vanguard PRIMECAP Inv | 2025-12-31 | 2.5222 | 0.1913 | 2891480 | -198580 | -6.4264 |
| American Funds SMALLCAP World A | 2025-12-31 | 2.47 | 0.1728 | 2831662 | 1331662 | 88.7775 |
| Vanguard Small Cap Index | 2026-01-31 | 2.2918 | 0.0783 | 2627355 | -743 | -0.0283 |
| MFS Mid Cap Value Equity | 2025-12-31 | 1.6452 | 0.5717 | 1886046 | 124145 | 7.0461 |
| MFS Mid Cap Value A | 2026-01-31 | 1.6216 | 0.5571 | 1858998 | 934702 | 101.1258 |
| Fidelity Blue Chip Growth | 2025-12-31 | 1.5626 | 0.1013 | 1791418 | 0 | 0 |
| Vanguard Small Cap Value Index Inv | 2026-01-31 | 1.4714 | 0.1368 | 1686868 | -12812 | -0.7538 |
| DFA US Small Cap Value I | 2025-12-31 | 1.316 | 0.457 | 1508671 | 0 | 0 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-01-31 | 1.0934 | 0.0744 | 1253470 | 2984 | 0.2386 |
| Fidelity VIP Mid Cap Initial | 2025-12-31 | 1.0421 | 0.7669 | 1194700 | 0 | 0 |
| DFA US Targeted Value I | 2025-12-31 | 0.7912 | 0.3279 | 907014 | 0 | 0 |
| Columbia Small Cap Growth | 2025-12-31 | 0.7886 | 1.5849 | 904031 | 904031 | 0 |
| Columbia Small Cap Growth Inst | 2025-12-31 | 0.7886 | 1.585 | 904031 | 904031 | 0 |
| Invesco S&P 500 ETF | 2025-07-31 | 0.7392 | 0.1022 | 847439 | 847439 | 0 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-01-31 | 0.7339 | 0.1767 | 841345 | -30233 | -3.4688 |
| Dimensional US Targeted Value ETF | 2026-02-26 | 0.6695 | 0.3183 | 767571 | 0 | 0 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 2026-01-31 | 0.6097 | 0.0772 | 699019 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Andrew R Harrison | 2026-02-18 | Sell | 5500 | 56.63 |
| Shane R Tackett | 2026-02-18 | Sell | 24000 | 57.15 |
| Andrew R Harrison | 2026-02-13 | Sell | 14500 | 54.81 |
| Kyle B Levine | 2026-02-09 | Sell | 2945 | 60.02 |
| Shane R Tackett | 2026-02-05 | Sell | 10000 | 55 |
| Ro Khanna | 2026-01-29 | Sell | 53.28 | |
| Julie Johnson | 2025-10-22 | Sell | 47.69 | |
| Kyle B Levine | 2025-08-18 | Sell | 5914 | 57.75 |
| Shane R Tackett | 2025-08-13 | Sell | 5000 | 57.06 |
| Andrew R Harrison | 2025-07-28 | Sell | 7600 | 53.22 |
| Lisa C. McClain | 2025-06-17 | Sell | 46.7 | |
| Lisa C. McClain | 2025-06-11 | Purchase | 49.18 | |
| Emily Halverson | 2025-06-05 | Sell | 2946 | 51.34 |
| Andrew R Harrison | 2025-05-19 | Sell | 7500 | 53.51 |
| Muehlen Constance E Von | 2025-05-07 | Sell | 33 | 50.16 |