Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 9.7603 | 0.0081 | 11059404 | 110628 | 1.0104 |
| BlackRock Inc | 2025-09-30 | 9.0791 | 0.009 | 10287490 | -2621586 | -20.3081 |
| FMR Inc | 2025-12-31 | 5.7283 | 0.0167 | 6490727 | -4901342 | -43.0242 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 5.4741 | 0.0654 | 6202679 | -70405 | -1.1223 |
| American Century Companies Inc | 2025-12-31 | 3.8227 | 0.1095 | 4331564 | 1106948 | 34.3281 |
| State Street Corp | 2025-09-30 | 3.0369 | 0.0059 | 3441093 | -160319 | -4.4516 |
| PRIMECAP Management Company | 2025-12-31 | 2.8778 | 0.1242 | 3260830 | -198579 | -5.7403 |
| Capital Research Global Investors | 2025-12-31 | 2.8024 | 0.0295 | 3175350 | 1475350 | 86.7853 |
| Massachusetts Financial Services Company | 2025-12-31 | 2.6146 | 0.0481 | 2962620 | 588119 | 24.7681 |
| Citadel Advisors Llc | 2025-12-31 | 2.2316 | 0.0191 | 2528634 | -710965 | -21.9461 |
| Frontier Capital Management CO Inc | 2025-12-31 | 2.0129 | 1.2174 | 2280772 | 491752 | 27.4872 |
| Geode Capital Management, LLC | 2025-12-31 | 1.8973 | 0.0067 | 2149777 | 35352 | 1.6719 |
| Point72 Asset Management, L.P. | 2025-12-31 | 1.6122 | 0.1028 | 1826766 | 934711 | 104.7818 |
| Balyasny Asset Management LLC | 2025-12-31 | 1.5772 | 0.1141 | 1787099 | 811147 | 83.1134 |
| UBS Group AG | 2025-09-30 | 1.5375 | 0.0136 | 1742138 | 470114 | 36.958 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.4481 | 0.005 | 1640876 | -206222 | -11.1646 |
| Par Capital Management Inc | 2025-12-31 | 1.3957 | 2.1027 | 1581500 | 462198 | 41.2934 |
| Causeway Capital Management LLC | 2025-12-31 | 1.266 | 0.9928 | 1434517 | 1434517 | 0 |
| Two Sigma Investments LLC | 2025-12-31 | 1.1381 | 0.0915 | 1289546 | 320006 | 33.006 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 1.0749 | 0.0095 | 1217975 | 4134 | 0.3406 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-03-31 | 3.3524 | 0.1317 | 3798633 | 3025 | 0.0797 |
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 3.2396 | 0.009 | 3670796 | 21886 | 0.5998 |
| Avantis US Small Cap Value ETF | 2026-03-31 | 2.999 | 0.5058 | 3398152 | 4400 | 0.1297 |
| Vanguard PRIMECAP Inv | 2025-12-31 | 2.5518 | 0.1913 | 2891480 | -198580 | -6.4264 |
| American Funds SMALLCAP World A | 2025-12-31 | 2.499 | 0.1728 | 2831662 | 1331662 | 88.7775 |
| Vanguard Small Cap Index | 2026-02-28 | 2.325 | 0.0775 | 2634481 | 7126 | 0.2712 |
| UniGlobal | 2026-02-28 | 1.7466 | 0.3919 | 1979113 | 399670 | 25.3045 |
| MFS Mid Cap Value Equity | 2025-12-31 | 1.6645 | 0.5717 | 1886046 | 124145 | 7.0461 |
| MFS Mid Cap Value A | 2026-02-28 | 1.6202 | 0.5473 | 1835893 | -23105 | -1.2429 |
| Vanguard Small Cap Value Index Inv | 2026-02-28 | 1.493 | 0.1354 | 1691702 | 4834 | 0.2866 |
| DFA US Small Cap Value I | 2026-02-28 | 1.3315 | 0.4274 | 1508671 | 0 | 0 |
| Fidelity VIP Mid Cap Initial | 2026-02-28 | 1.2724 | 0.8719 | 1441800 | 247100 | 20.683 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-02-28 | 1.1156 | 0.0751 | 1264138 | 10668 | 0.8511 |
| UniGlobal -net- | 2026-02-28 | 0.9047 | 0.3883 | 1025157 | 207568 | 25.3878 |
| Columbia Small Cap Growth Inst | 2026-02-28 | 0.841 | 1.5369 | 952976 | 48945 | 5.4141 |
| DFA US Targeted Value I | 2026-02-28 | 0.8304 | 0.3181 | 940926 | 33912 | 3.7389 |
| JPMorgan Large Cap Value I | 2026-02-28 | 0.809 | 0.8886 | 916714 | 345987 | 60.6222 |
| Columbia Small Cap Growth | 2025-12-31 | 0.7978 | 1.5849 | 904031 | 904031 | 0 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-02-28 | 0.7505 | 0.1734 | 850406 | 9061 | 1.077 |
| Invesco S&P 500 ETF | 2025-07-31 | 0.7479 | 0.1022 | 847439 | 847439 | 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 |