Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 10.5444 | 0.0076 | 11749530 | 1225487 | 11.6446 |
| Vanguard Group Inc | 2025-12-31 | 9.9251 | 0.0081 | 11059404 | 110628 | 1.0104 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 5.697 | 0.0485 | 6348163 | 145484 | 2.3455 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 4.6296 | 0.0099 | 5158704 | 5158704 | 0 |
| Vanguard Capital Management, LLC | 2026-03-31 | 4.5326 | 0.0046 | 5050588 | 5050588 | 0 |
| American Century Companies Inc | 2026-03-31 | 4.4322 | 0.0935 | 4938746 | 607182 | 14.0176 |
| DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 2026-03-31 | 3.9468 | 0.1435 | 4397882 | 4397882 | 0 |
| FMR Inc | 2026-03-31 | 3.1885 | 0.0069 | 3552864 | -2937863 | -45.2625 |
| Capital World Investors | 2026-03-31 | 3.1679 | 0.0177 | 3529999 | 3529999 | 0 |
| State Street Corp | 2026-03-31 | 3.1266 | 0.0044 | 3483934 | 62742 | 1.8339 |
| Frontier Capital Management CO Inc | 2026-03-31 | 3.0276 | 1.2753 | 3373587 | 1092815 | 47.9143 |
| PRIMECAP Management Company | 2026-03-31 | 2.917 | 0.0941 | 3250329 | -10501 | -0.322 |
| Massachusetts Financial Services Company | 2026-03-31 | 2.5756 | 0.0355 | 2869970 | -92650 | -3.1273 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 2.5122 | 0.0062 | 2799367 | 878154 | 45.7083 |
| Causeway Capital Management LLC | 2026-03-31 | 2.2456 | 1.1298 | 2502211 | 1067694 | 74.4288 |
| Geode Capital Management, LLC | 2026-03-31 | 1.9293 | 0.0049 | 2149756 | -21 | -0.001 |
| Marshall Wace Asset Management Ltd | 2026-03-31 | 1.7672 | 0.0721 | 1969190 | 1777970 | 929.8034 |
| Semper Augustus Investments Group LLC | 2026-03-31 | 1.5212 | 7.4455 | 1695062 | 1285780 | 314.155 |
| UBS Group AG | 2026-03-31 | 1.4941 | 0.0092 | 1664846 | 618785 | 59.1538 |
| Par Capital Management Inc | 2026-03-31 | 1.4193 | 1.6852 | 1581500 | 0 | 0 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-05-29 | 3.4908 | 0.1502 | 3889744 | 732 | 0.0188 |
| Avantis US Small Cap Value ETF | 2026-05-30 | 3.3704 | 0.6388 | 3755604 | 0 | 0 |
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 3.2709 | 0.0064 | 3644728 | 32445 | 0.8982 |
| American Funds SMALLCAP World A | 2026-03-31 | 2.9002 | 0.1469 | 3231662 | 400000 | 14.126 |
| Vanguard PRIMECAP Inv | 2026-03-31 | 2.5855 | 0.1466 | 2880980 | -10500 | -0.3631 |
| Vanguard Small Cap Index | 2026-04-30 | 2.3724 | 0.0575 | 2643587 | -4634 | -0.175 |
| UniGlobal | 2026-04-30 | 2.0958 | 0.3527 | 2335370 | -36926 | -1.5566 |
| MFS Mid Cap Value Equity | 2026-03-31 | 1.6226 | 0.416 | 1808051 | -77995 | -4.1354 |
| MFS Mid Cap Value A | 2026-04-30 | 1.6226 | 0.423 | 1808051 | 0 | 0 |
| Vanguard Small Cap Value Index Inv | 2026-04-30 | 1.5243 | 0.1018 | 1698483 | 14165 | 0.841 |
| SA Fundamental Intrinsic Value Equity | 2026-03-31 | 1.4783 | 6.1524 | 1647213 | 1239573 | 304.0852 |
| DFA US Small Cap Value I | 2026-04-30 | 1.3539 | 0.3124 | 1508671 | 0 | 0 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-04-30 | 1.1603 | 0.055 | 1292946 | 10985 | 0.8569 |
| UniGlobal -net- | 2026-04-30 | 1.1547 | 0.3607 | 1286704 | 55924 | 4.5438 |
| DFA US Targeted Value I | 2026-04-30 | 0.8815 | 0.2403 | 982257 | 7515 | 0.771 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-04-30 | 0.7784 | 0.1311 | 867320 | 3256 | 0.3768 |
| Dimensional US Targeted Value ETF | 2026-05-29 | 0.729 | 0.273 | 812303 | 447 | 0.0551 |
| Causeway Global Value Equity | 2026-03-31 | 0.7255 | 2.4025 | 808386 | 331746 | 69.601 |
| Columbia Small Cap Growth | 2026-03-31 | 0.6746 | 0.9685 | 751681 | -152350 | -16.8523 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 2026-05-31 | 0.6675 | 0.0668 | 743819 | 50200 | 7.2374 |
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 |