Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 10.528 | 0.0076 | 11749530 | 1225487 | 11.6446 |
| Dimensional Fund Advisors, Inc. | 2026-06-30 | 5.8141 | 0.0614 | 6488763 | 140600 | 2.2148 |
| American Century Companies Inc | 2026-06-30 | 4.7733 | 0.1229 | 5327194 | 388448 | 7.8653 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 4.6224 | 0.0099 | 5158704 | 5158704 | 0 |
| Vanguard Capital Management, LLC | 2026-03-31 | 4.5255 | 0.0046 | 5050588 | 5050588 | 0 |
| DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 2026-03-31 | 3.9406 | 0.1435 | 4397882 | 4397882 | 0 |
| FMR Inc | 2026-03-31 | 3.1835 | 0.0069 | 3552864 | -2937863 | -45.2625 |
| State Street Corp | 2026-03-31 | 3.1217 | 0.0044 | 3483934 | 62742 | 1.8339 |
| Capital World Investors | 2026-06-30 | 3.1078 | 0.0214 | 3468417 | -61582 | -1.7445 |
| Frontier Capital Management CO Inc | 2026-06-30 | 3.0327 | 1.6469 | 3384643 | 11056 | 0.3277 |
| PRIMECAP Management Company | 2026-06-30 | 2.8918 | 0.0996 | 3227329 | -23000 | -0.7076 |
| Massachusetts Financial Services Company | 2026-03-31 | 2.5716 | 0.0355 | 2869970 | -92650 | -3.1273 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 2.5083 | 0.0062 | 2799367 | 878154 | 45.7083 |
| Causeway Capital Management LLC | 2026-03-31 | 2.2421 | 1.1298 | 2502211 | 1067694 | 74.4288 |
| Geode Capital Management, LLC | 2026-03-31 | 1.9263 | 0.0049 | 2149756 | -21 | -0.001 |
| Marshall Wace Asset Management Ltd | 2026-03-31 | 1.7645 | 0.0721 | 1969190 | 1777970 | 929.8034 |
| Semper Augustus Investments Group LLC | 2026-03-31 | 1.5188 | 7.4455 | 1695062 | 1285780 | 314.155 |
| UBS Group AG | 2026-03-31 | 1.4918 | 0.0092 | 1664846 | 618785 | 59.1538 |
| Par Capital Management Inc | 2026-06-30 | 1.4154 | 2.0441 | 1579636 | -1864 | -0.1179 |
| Ameriprise Financial Inc | 2026-03-31 | 1.2766 | 0.0121 | 1424688 | -476895 | -25.0788 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 2026-08-31 | 4.0941 | 0.6069 | 4569129 | 0 | 0 |
| iShares Core S&P Mid-Cap ETF | 2026-08-31 | 3.4949 | 0.129 | 3900365 | 1652 | 0.0424 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2026-07-31 | 3.185 | 0.0073 | 3554547 | 12712 | 0.3589 |
| American Funds SMALLCAP World A | 2026-06-30 | 2.9696 | 0.1835 | 3314162 | 82500 | 2.5529 |
| Vanguard PRIMECAP Inv | 2026-06-30 | 2.5608 | 0.155 | 2857980 | -23000 | -0.7983 |
| Vanguard Small Cap Index | 2026-07-31 | 2.2951 | 0.0657 | 2561397 | 5251 | 0.2054 |
| MFS Mid Cap Value A | 2026-07-31 | 1.6336 | 0.498 | 1823193 | 0 | 0 |
| MFS Mid Cap Value Equity | 2026-06-30 | 1.6336 | 0.5498 | 1823193 | 15142 | 0.8375 |
| SA Fundamental Intrinsic Value Equity | 2026-06-30 | 1.5812 | 8.9002 | 1764691 | 117478 | 7.1319 |
| Vanguard MStar Small Cap Value Index | 2026-07-31 | 1.4578 | 0.1125 | 1626961 | 4391 | 0.2706 |
| DFA US Small Cap Value I | 2026-07-31 | 1.3832 | 0.3611 | 1543711 | 35040 | 2.3226 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-07-31 | 1.152 | 0.0636 | 1285664 | 7158 | 0.5599 |
| Causeway Global Value Equity | 2026-06-30 | 0.9248 | 3.8314 | 1032090 | 223704 | 27.6729 |
| DFA US Targeted Value I | 2026-07-31 | 0.8801 | 0.2617 | 982257 | 0 | 0 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-07-31 | 0.7384 | 0.1486 | 824087 | -33246 | -3.8778 |
| Dimensional US Targeted Value ETF | 2026-08-31 | 0.7305 | 0.233 | 815312 | 0 | 0 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 2026-08-31 | 0.6194 | 0.0564 | 691219 | -4100 | -0.5897 |
| Dimensional US Small Cap Value ETF | 2026-08-31 | 0.5915 | 0.3278 | 660093 | 224 | 0.0339 |
| US Global Jets ETF | 2026-08-31 | 0.5335 | 3.2164 | 595393 | 0 | 0 |
| State Street SPDR Port S&P 400 Md CpETF | 2026-08-31 | 0.5208 | 0.1291 | 581178 | 206 | 0.0355 |
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 |