Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 17.3977 | 0.006 | 2842894 | -154297 | -5.1481 |
| Vanguard Group Inc | 2025-12-31 | 12.9603 | 0.0035 | 2117791 | 5823 | 0.2757 |
| State Street Corp | 2026-03-31 | 8.1571 | 0.0056 | 1332923 | 366775 | 37.9626 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 8.0092 | 0.0082 | 1308750 | 1308750 | 0 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 5.0079 | 0.0205 | 818314 | -13338 | -1.6038 |
| Delaware Management Holdings Inc | 2026-03-31 | 4.3706 | 0.1474 | 714176 | -193802 | -21.3443 |
| Vanguard Capital Management, LLC | 2026-03-31 | 4.0988 | 0.002 | 669768 | 669768 | 0 |
| Barrow Hanley Mewhinney & Strauss LLC | 2026-03-31 | 3.2476 | 0.2096 | 530671 | -33547 | -5.9458 |
| American Century Companies Inc | 2026-03-31 | 2.9301 | 0.0297 | 478796 | -114290 | -19.2704 |
| Geode Capital Management, LLC | 2026-03-31 | 2.4724 | 0.003 | 403997 | 10468 | 2.66 |
| Wellington Management Company LLP | 2026-03-31 | 2.0324 | 0.0075 | 332112 | -149490 | -31.0402 |
| Fisher Asset Management, LLC | 2026-03-31 | 1.8635 | 0.0124 | 304507 | 147429 | 93.8572 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 1.7181 | 0.0052 | 280755 | -9023 | -3.1138 |
| Amvescap Plc. | 2026-03-31 | 1.6436 | 0.005 | 268577 | 117066 | 77.2657 |
| Arrowstreet Capital Limited Partnership | 2026-03-31 | 1.5202 | 0.0162 | 248409 | -23340 | -8.5888 |
| Systematic Financial Management LP | 2026-03-31 | 1.4871 | 0.6714 | 242995 | -15215 | -5.8925 |
| Bank of New York Mellon Corp | 2026-03-31 | 1.2037 | 0.0044 | 196686 | -1668 | -0.8409 |
| Tributary Capital Management, LLC | 2026-03-31 | 1.0785 | 2.0614 | 176234 | -56646 | -24.3241 |
| Brightline Capital Management LLC | 2026-03-31 | 1.071 | 6.2369 | 175000 | 7000 | 4.1667 |
| Northern Trust Corp | 2026-03-31 | 1.0683 | 0.0028 | 174561 | 4457 | 2.6202 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2026-05-29 | 5.9658 | 0.1715 | 974849 | 355 | 0.0364 |
| Stt Strt®SPDR®S&P®Mtls &MngETF | 2026-05-31 | 4.1211 | 2.3267 | 673406 | 0 | 0 |
| Nomura US Small Cap Core Equity | 2026-03-31 | 3.1982 | 1.1963 | 522606 | -57787 | -9.9565 |
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 2.8514 | 0.0036 | 465936 | 1728 | 0.3722 |
| Nomura Small Cap Core I | 2026-04-30 | 2.6774 | 1.3176 | 437503 | -85103 | -16.2844 |
| iShares Russell 2000 ETF | 2026-05-29 | 2.349 | 0.0855 | 383839 | 3536 | 0.9298 |
| Avantis US Small Cap Value ETF | 2026-05-30 | 2.1388 | 0.2352 | 349501 | 0 | 0 |
| Vanguard Small Cap Index | 2026-04-30 | 2.0567 | 0.0318 | 336079 | -240 | -0.0714 |
| Vanguard Small Cap Value Index Inv | 2026-04-30 | 1.3208 | 0.0564 | 215819 | 1506 | 0.7027 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-04-30 | 1.1084 | 0.0336 | 181125 | 1905 | 1.0629 |
| Fidelity Small Cap Index | 2026-03-31 | 0.9646 | 0.0656 | 157618 | 233 | 0.148 |
| iShares S&P Small-Cap 600 Value ETF | 2026-05-29 | 0.9437 | 0.3409 | 154199 | 0 | 0 |
| State Street SPDR Port S&P 600 Sm CpETF | 2026-05-29 | 0.8989 | 0.1705 | 146889 | 0 | 0 |
| Invesco S&P SmallCap Momentum ETF | 2026-05-29 | 0.8494 | 0.8732 | 138800 | 42 | 0.0303 |
| American Beacon Small Cp Val R5 | 2026-04-30 | 0.8323 | 0.5877 | 136001 | -11895 | -8.0428 |
| Vanguard Explorer Inv | 2026-03-31 | 0.7794 | 0.0776 | 127361 | 6166 | 5.0877 |
| BlackRock Advantage Small Cap Core Instl | 2026-04-30 | 0.7447 | 0.423 | 121685 | -1473 | -1.196 |
| DFA US Targeted Value I | 2026-04-30 | 0.7177 | 0.125 | 117274 | 0 | 0 |
| First Eagle Small Cap Opportunity I | 2026-05-31 | 0.6922 | 0.7393 | 113112 | 17920 | 18.8251 |
| Vanguard Strategic Equity Inv | 2026-03-31 | 0.6656 | 0.1298 | 108762 | 20171 | 22.7687 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Neal E West | 2026-02-23 | Sell | 5000 | 121.72 |
| Blain Tiffany | 2025-11-07 | Sell | 8656 | 93.92 |