Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 14.9697 | 0.0041 | 13404737 | -124073 | -0.9171 |
| Vanguard Group Inc | 2025-12-31 | 14.8822 | 0.0034 | 13326387 | 605903 | 4.7632 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 10.233 | 0.0083 | 9163215 | 9163215 | 0 |
| FMR Inc | 2026-03-31 | 5.8771 | 0.0048 | 5262670 | -211562 | -3.8647 |
| State Street Corp | 2026-03-31 | 5.6592 | 0.003 | 5067597 | 503605 | 11.0343 |
| Vanguard Capital Management, LLC | 2026-03-31 | 4.0818 | 0.0016 | 3655076 | 3655076 | 0 |
| Manufacturers Life Insurance Co | 2026-03-31 | 3.3472 | 0.0448 | 2997250 | -59463 | -1.9453 |
| Amvescap Plc. | 2026-03-31 | 2.7957 | 0.0067 | 2503447 | 353858 | 16.4617 |
| Marshall Wace Asset Management Ltd | 2026-03-31 | 2.4599 | 0.0382 | 2202736 | 800180 | 57.0516 |
| Geode Capital Management, LLC | 2026-03-31 | 2.32 | 0.0023 | 2077431 | 39287 | 1.9276 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 1.887 | 0.0061 | 1689692 | 113058 | 7.1708 |
| The Goldman Sachs Group Inc | 2026-03-31 | 1.6138 | 0.0029 | 1445073 | -600087 | -29.3418 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 1.2735 | 0.003 | 1140403 | -483 | -0.0423 |
| Nuveen, LLC | 2026-03-31 | 1.273 | 0.0054 | 1139958 | -114351 | -9.1167 |
| Federated Hermes Inc | 2026-03-31 | 0.9999 | 0.0253 | 895390 | 145862 | 19.4605 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 0.9806 | 0.0009 | 878070 | -399200 | -31.2542 |
| Paradigm Capital Management, Inc. | 2026-03-31 | 0.9615 | 0.5728 | 861000 | 0 | 0 |
| SORA INVESTORS LLC | 2026-03-31 | 0.9449 | 1.355 | 846105 | 846105 | 0 |
| Northern Trust Corp | 2026-03-31 | 0.9055 | 0.0019 | 810829 | 23269 | 2.9546 |
| BNP Paribas Arbitrage, SA | 2026-03-31 | 0.8041 | 0.0061 | 720042 | -38067 | -5.0213 |
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 | 5.5059 | 0.4427 | 4930308 | 1705 | 0.0346 |
| Fidelity Small Cap Value Fund | 2026-03-31 | 4.7288 | 1.6292 | 4234449 | -352000 | -7.6748 |
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 2.9171 | 0.0084 | 2612139 | 4435 | 0.1701 |
| Invesco Semiconductors ETF | 2026-05-29 | 2.867 | 9.0434 | 2567256 | 34753 | 1.3723 |
| State Street® SPDR® S&P® Smcndctr ETF | 2026-05-31 | 2.5021 | 6.2386 | 2240512 | 0 | 0 |
| Vanguard Information Technology ETF | 2026-04-30 | 2.2666 | 0.0994 | 2029674 | 10788 | 0.5344 |
| iShares Russell 2000 ETF | 2026-05-29 | 2.1828 | 0.2224 | 1954625 | 18044 | 0.9317 |
| Vanguard Small Cap Index | 2026-04-30 | 2.1139 | 0.0744 | 1892917 | -1833 | -0.0967 |
| Vanguard Strategic Equity Inv | 2026-03-31 | 1.4445 | 0.2228 | 1293517 | 152920 | 13.407 |
| Vanguard Small Cap Growth Index Inv | 2026-04-30 | 1.1866 | 0.1712 | 1062570 | 3489 | 0.3294 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-04-30 | 1.024 | 0.0706 | 916990 | 8863 | 0.976 |
| Fidelity Small Cap Index | 2026-03-31 | 0.8945 | 0.0481 | 801020 | -7181 | -0.8885 |
| T. Rowe Price Science & Tech | 2026-04-30 | 0.8793 | 0.421 | 787400 | 787400 | 0 |
| Vanguard Explorer Inv | 2026-03-31 | 0.855 | 0.0673 | 765651 | 0 | 0 |
| State Street SPDR Port S&P 600 Sm CpETF | 2026-05-29 | 0.8357 | 0.4435 | 748307 | 0 | 0 |
| iShares Russell 2000 Value ETF | 2026-05-29 | 0.6883 | 0.4092 | 616332 | 1459 | 0.2373 |
| Defiance Connective Technologies ETF | 2026-05-29 | 0.6036 | 4.6151 | 540478 | 5098 | 0.9522 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 2026-05-31 | 0.591 | 0.0959 | 529214 | 42900 | 8.8215 |
| Victory Science & Technology | 2026-03-31 | 0.5907 | 0.763 | 528976 | -2797 | -0.526 |
| Russell 2000 Equity Index Fund B | 2025-12-31 | 0.5819 | 0.0503 | 521098 | -203 | -0.0389 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Steven G Litchfield | 2026-03-06 | Sell | 20000 | 15.68 |
| Steven G Litchfield | 2026-03-05 | Sell | 4929 | 16.81 |
| Steven G Litchfield | 2026-03-04 | Sell | 20000 | 17.5 |
| Daniel A Artusi | 2025-10-30 | Sell | 20747 | 15.39 |
| Daniel A Artusi | 2025-10-29 | Sell | 9055 | 15.87 |
| Steven G Litchfield | 2025-08-26 | Sell | 102157 | 17.28 |
| Ted L Tewksbury III | 2025-05-02 | Sell | 6071 | 10.4 |