Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-06-30 9.2831 0.0098 38522386 473136 1.2435
Ameriprise Financial Inc 2025-06-30 6.2058 0.1 25752403 903198 3.6347
AQR Capital Management LLC 2025-06-30 5.7859 0.313 24009925 14205143 144.8797
BlackRock Inc 2025-06-30 5.1623 0.0064 21421972 -947758 -4.2368
FMR Inc 2025-06-30 4.4185 0.0163 18335684 -5353851 -22.6001
Rakuten Group Inc 2025-06-30 2.648 10.672 10988521 0 0
Renaissance Technologies Corp 2025-06-30 2.5404 0.221 10542027 2422700 29.8387
D. E. Shaw & Co LP 2025-06-30 2.4465 0.1134 10152171 6526787 180.0302
Two Sigma Investments LLC 2025-06-30 1.9554 0.2264 8114224 4313412 113.4866
Appaloosa LP 2025-06-30 1.9278 1.955 8000000 -1000000 -11.1111
State Street Corp 2025-06-30 1.8532 0.0045 7690367 674138 9.6083
Millennium Management LLC 2025-06-30 1.7932 0.0566 7441184 -113192 -1.4984
Alyeska Investment Group, L.P. 2025-06-30 1.6369 0.3771 6792613 5932706 689.9241
Geode Capital Management, LLC 2025-06-30 1.5986 0.0073 6633591 20354 0.3078
Qube Research & Technologies 2025-06-30 1.5409 0.1024 6394330 5453915 579.9477
Goldman Sachs Group Inc 2025-06-30 1.4744 0.0131 6118201 4473400 271.9721
Two Sigma Advisers, LLC 2025-06-30 1.3999 0.1876 5809335 -116000 -1.9577
Morgan Stanley - Brokerage Accounts 2025-06-30 1.3362 0.0057 5544771 1391262 33.4961
Marshall Wace Asset Management Ltd 2025-06-30 1.3169 0.097 5464934 2353769 75.6556
Bank of America Corp 2025-06-30 1.2754 0.0061 5292356 1324357 33.3759

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Columbia Seligman Tech & Info A 2025-07-31 3.5492 1.3598 14728100 691200 4.9242
Columbia Seligman Technology Growth 2025-06-30 3.3826 1.5435 14036900 453700 3.3402
Vanguard Total Stock Mkt Idx Inv 2025-07-31 2.7909 0.0085 11581361 -244490 -2.0674
Vanguard Small Cap Index 2025-07-31 2.1697 0.0811 9003745 -59655 -0.6582
Vanguard Small Cap Value Index Inv 2025-07-31 1.3974 0.1433 5798617 16007 0.2768
Fidelity Blue Chip Growth 2025-07-31 1.1396 0.0834 4728852 -276400 -5.5222
Vanguard Institutional Extnd Mkt Idx Tr 2025-07-31 0.9614 0.0698 3989542 -1730099 -30.2484
Pacer US Small Cap Cash Cows 100 ETF 2025-08-29 0.7599 1.2486 3153394 -18337 -0.5781
Invenomic Institutional 2025-04-30 0.6844 3.3053 2840189 889594 45.6063
FullerThaler Behavioral Small-Cap Growth 2025-06-30 0.589 1.2829 2444245 117400 5.0455
FullerThaler Behavioral Sm-Cp Gr R6 2025-07-31 0.5571 1.119 2311900 0 0
Fidelity Extended Market Index 2025-07-31 0.4805 0.0707 1993744 11259 0.5679
Vanguard Strategic Equity Inv 2025-06-30 0.4464 0.3149 1852470 923770 99.4692
Vanguard PRIMECAP Inv 2025-06-30 0.4422 0.0386 1835000 -1383900 -42.9929
Schwab US Small-Cap ETFâ„¢ 2025-08-30 0.4242 0.1533 1760131 4515 0.2572
Fidelity Select Technology 2025-07-31 0.4141 0.1329 1718528 0 0
Fidelity Enhanced Large Cap Core ETF 2025-08-29 0.4053 0.5444 1682000 1187 0.0706
Columbia Seligman Global Tech A 2025-07-31 0.3926 0.8649 1629171 33900 2.125
DFA US Small Cap I 2025-07-31 0.3891 0.1397 1614632 0 0
AQR Long-Short Equity I 2025-06-30 0.3803 0.4778 1578190 1072434 212.0457

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Lindsay Catherine Llewellyn 2025-09-15 Sell 14606 20
Erin Brewer 2025-09-03 Sell 15000 17.24
John David Risher 2025-09-03 Purchase 5926 16.88
Jill Beggs 2025-08-27 Sell 1465 16.33
Lindsay Catherine Llewellyn 2025-08-22 Sell 28356 15.85
Erin Brewer 2025-08-20 Sell 15000 15.24
John David Risher 2025-05-29 Purchase 6538 15.29
Jill Beggs 2025-05-28 Sell 1572 16.41
John Patrick Zimmer 2025-05-23 Sell 2424 15.8
Lindsay Catherine Llewellyn 2025-05-01 Sell 22736 12.45
Logan Green 2025-02-27 Sell 11411 13.34
John Patrick Zimmer 2025-02-25 Sell 2424 12.52
Jill Beggs 2025-02-21 Sell 1572 13.49
Logan Green 2024-11-27 Sell 10919 17.25
Lindsay Catherine Llewellyn 2024-11-07 Sell 4242 17.76
Lisa Blackwood-Kapral 2024-11-07 Sell 9081 18.02

Major Indices