Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 12.6359 | 0.0259 | 7364534 | 244218 | 3.4299 |
| Baillie Gifford & Co Limited. | 2026-06-30 | 8.6291 | 0.7314 | 5029273 | 203101 | 4.2083 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 5.3538 | 0.0329 | 3120298 | 3120298 | 0 |
| Vanguard Capital Management, LLC | 2026-03-31 | 4.4489 | 0.0129 | 2592905 | 2592905 | 0 |
| FMR Inc | 2026-03-31 | 3.9402 | 0.0244 | 2296465 | 208284 | 9.9744 |
| Wasatch Advisors LP | 2026-06-30 | 3.9091 | 2.39 | 2278324 | 220329 | 10.706 |
| State Street Corp | 2026-03-31 | 3.5394 | 0.0144 | 2062850 | 39462 | 1.9503 |
| Capital Research Global Investors | 2026-06-30 | 3.4654 | 0.0452 | 2019706 | 617598 | 44.0478 |
| Geode Capital Management, LLC | 2026-03-31 | 2.895 | 0.0212 | 1687292 | 188619 | 12.5857 |
| T. Rowe Price Associates, Inc. | 2026-03-31 | 2.2446 | 0.0305 | 1308235 | -24270 | -1.8214 |
| Dimensional Fund Advisors, Inc. | 2026-06-30 | 1.6537 | 0.028 | 963826 | 3253 | 0.3387 |
| T. Rowe Price Investment Management,Inc. | 2026-03-31 | 1.4249 | 0.1152 | 830467 | -49329 | -5.6069 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 1.3387 | 0.024 | 780231 | 12506 | 1.629 |
| Northern Trust Corp | 2026-03-31 | 1.3163 | 0.0204 | 767160 | -28331 | -3.5614 |
| NORGES BANK | 2026-06-30 | 1.2505 | 0.0117 | 728801 | -44216 | -5.7199 |
| Franklin Templeton Inc | 2026-03-31 | 1.1255 | 0.0324 | 655986 | 25606 | 4.062 |
| Van Berkom and Associates Inc | 2026-06-30 | 1.0698 | 3.2205 | 623502 | -416892 | -40.0706 |
| Eversept Partners, LP | 2026-06-30 | 1.033 | 5.0068 | 602079 | 587318 | 3978.8497 |
| Fuller & Thaler Asset Management Inc | 2026-03-31 | 0.9841 | 0.3891 | 573572 | -621464 | -52.0038 |
| Copeland Capital Management, LLC | 2026-06-30 | 0.9761 | 1.8735 | 568896 | -24529 | -4.1335 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-08-31 | 3.4825 | 0.2798 | 2029693 | 854 | 0.0421 |
| American Funds SMALLCAP World A | 2026-06-30 | 3.3732 | 0.3344 | 1965963 | 686830 | 53.695 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2026-07-31 | 3.1919 | 0.0144 | 1860306 | 5370 | 0.2895 |
| Vanguard US Growth Investor | 2026-06-30 | 2.6872 | 0.537 | 1566159 | 0 | 0 |
| Vanguard Small Cap Index | 2026-07-31 | 2.3045 | 0.1293 | 1343105 | 2673 | 0.1994 |
| Vanguard MStar Small Cap Growth Indx Inv | 2026-07-31 | 1.3334 | 0.3098 | 777157 | 2518 | 0.3251 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-07-31 | 1.145 | 0.124 | 667359 | 2236 | 0.3362 |
| Van Berkom Sm-Cap Eq | 2026-06-30 | 1.0221 | 3.1454 | 595713 | 92699 | 18.4287 |
| FullerThaler Beh Small-Cap Value SMA | 2026-06-30 | 0.8261 | 0.7988 | 481464 | 470519 | 4298.9402 |
| FullerThaler Behavioral Small-Cap Value | 2026-06-30 | 0.8261 | 0.7988 | 481464 | -14500 | -2.9236 |
| Undiscovered Managers Behavioral Val L | 2026-07-31 | 0.7536 | 0.8671 | 439218 | -7000 | -1.5687 |
| Wasatch Core Growth | 2026-06-30 | 0.7468 | 2.3427 | 435226 | 33707 | 8.3949 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-07-31 | 0.7355 | 0.2901 | 428642 | -17312 | -3.882 |
| Clark Navigator All Cap Core U.S. Equity | 2026-07-31 | 0.7068 | 1.9431 | 411930 | 2004 | 0.4889 |
| Fidelity Small Cap Growth | 2026-06-30 | 0.6979 | 0.6945 | 406757 | 0 | 0 |
| Baillie Gifford US Equity Growth | 2026-07-31 | 0.6877 | 2.8321 | 400792 | -10813 | -2.627 |
| Baillie Gifford American B Inc | 2026-07-31 | 0.6863 | 2.8334 | 399978 | -13179 | -3.1898 |
| iShares S&P Mid-Cap 400 Growth ETF | 2026-08-31 | 0.5785 | 0.5411 | 337191 | 0 | 0 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 2026-08-31 | 0.5686 | 0.1128 | 331412 | 500 | 0.1511 |
| Strategic Advisers Fidelity US TtlStk | 2026-07-31 | 0.5685 | 0.0228 | 331317 | 13000 | 4.084 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| John O Agwunobi | 2026-04-20 | Sell | 392 | 199.97 |
| Mark Vincent Parkinson | 2026-04-16 | Sell | 100 | 196.6 |
| Barry M Smith | 2026-04-02 | Sell | 700 | 196.65 |
| Barry M Smith | 2026-03-02 | Sell | 700 | 213.02 |
| Pison Marivic Uychiat | 2026-02-20 | Sell | 67 | 204.92 |
| Beverly B Wittekind | 2026-02-19 | Sell | 500 | 210.23 |
| Pison Marivic Uychiat | 2026-02-19 | Sell | 83 | 211.02 |
| Daren Shaw | 2026-02-17 | Sell | 1000 | 213.43 |
| Mark Vincent Parkinson | 2026-02-09 | Sell | 100 | 198 |
| Suzanne D Snapper | 2026-02-06 | Sell | 4573 | 196.11 |
| Suzanne D Snapper | 2026-02-05 | Sell | 8258 | 194.48 |
| Barry M Smith | 2026-02-02 | Sell | 700 | 171.54 |
| John O Agwunobi | 2026-01-21 | Sell | 146 | 178.31 |
| John O Agwunobi | 2026-01-20 | Sell | 246 | 179.82 |
| Barry M Smith | 2026-01-02 | Sell | 700 | 173.59 |
| Beverly B Wittekind | 2025-12-19 | Sell | 2000 | 180 |
| Beverly B Wittekind | 2025-12-12 | Sell | 8400 | 175.48 |
| Barry M Smith | 2025-12-01 | Sell | 700 | 184.27 |
| Daren Shaw | 2025-11-18 | Sell | 1000 | 178.57 |
| Spencer Burton | 2025-11-18 | Sell | 2209 | 180 |