Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Arnhold & S. Bleichroeder Advisers, LLC | 2026-06-30 | 17.2155 | 0.9434 | 61369382 | 24961023 | 68.5585 |
| BlackRock Inc | 2026-03-31 | 10.6094 | 0.0124 | 37820042 | 771317 | 2.0819 |
| Pzena Investment Management, LLC | 2026-03-31 | 10.5295 | 2.2926 | 37535449 | -4628779 | -10.978 |
| Dimensional Fund Advisors, Inc. | 2026-06-30 | 5.5178 | 0.0661 | 19669754 | 265435 | 1.3679 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 5.2604 | 0.0184 | 18752072 | 18752072 | 0 |
| Vanguard Capital Management, LLC | 2026-03-31 | 4.5406 | 0.0075 | 16186296 | 16186296 | 0 |
| Hotchkis & Wiley Capital Management LLC | 2026-03-31 | 4.1853 | 0.8657 | 14919613 | -17546054 | -54.045 |
| State Street Corp | 2026-03-31 | 3.4765 | 0.0081 | 12392917 | 243093 | 2.0008 |
| American Century Companies Inc | 2026-06-30 | 2.9083 | 0.085 | 10367359 | 359499 | 3.5922 |
| Geode Capital Management, LLC | 2026-03-31 | 1.959 | 0.0082 | 6983577 | 194094 | 2.8587 |
| T. Rowe Price Associates, Inc. | 2026-03-31 | 1.9417 | 0.0151 | 6921865 | 1862465 | 36.812 |
| First Pacific Advisors, LP | 2026-03-31 | 1.7731 | 1.6653 | 6320758 | -1773052 | -21.9063 |
| AQR Capital Management LLC | 2026-03-31 | 1.6049 | 0.0493 | 5720977 | 1052850 | 22.554 |
| Greenhaven Associates Inc | 2026-06-30 | 1.5765 | 1.2037 | 5620019 | -131319 | -2.2833 |
| Van Eck Associates Corporation | 2026-03-31 | 1.3753 | 0.0692 | 4902786 | 905748 | 22.6605 |
| Bank of America Corp | 2026-03-31 | 1.2835 | 0.0063 | 4575450 | 664969 | 17.0048 |
| Two Sigma Investments LLC | 2026-06-30 | 1.1517 | 0.0551 | 4105593 | 2876610 | 234.0643 |
| The Goldman Sachs Group Inc | 2026-03-31 | 1.1475 | 0.0088 | 4090425 | 1366797 | 50.183 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 1.1372 | 0.0117 | 4054027 | 98661 | 2.4944 |
| Earnest Partners LLC | 2026-03-31 | 1.0939 | 0.3024 | 3899376 | -102220 | -2.5545 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| First Eagle Global A | 2026-07-31 | 6.1028 | 0.5552 | 21755136 | 1033572 | 4.9879 |
| iShares Core S&P Mid-Cap ETF | 2026-08-31 | 3.5259 | 0.2141 | 12569045 | 5306 | 0.0422 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2026-07-31 | 3.2115 | 0.0097 | 11448440 | 37367 | 0.3275 |
| Avantis US Small Cap Value ETF | 2026-08-31 | 2.4608 | 0.6002 | 8772362 | 0 | 0 |
| Vanguard Small Cap Index | 2026-07-31 | 2.3149 | 0.0866 | 8252011 | 23103 | 0.2808 |
| Vanguard Windsor II Inv | 2026-06-30 | 2.0954 | 0.2129 | 7469588 | 0 | 0 |
| Vanguard MStar Small Cap Value Index | 2026-07-31 | 1.47 | 0.1484 | 5240196 | 15181 | 0.2905 |
| DFA US Small Cap Value I | 2026-07-31 | 1.3395 | 0.4574 | 4775105 | 0 | 0 |
| Pzena Large Cap Value | 2026-08-31 | 1.2296 | 1.232 | 4383136 | 0 | 0 |
| Vanguard Windsor Investor Shares | 2026-06-30 | 1.2296 | 0.3317 | 4383136 | 0 | 0 |
| T. Rowe Price U.S. Value Equity Tr-D | 2026-06-30 | 1.207 | 0.1731 | 4302674 | 4302674 | 0 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-07-31 | 1.1595 | 0.0838 | 4133303 | 13418 | 0.3257 |
| FPA Crescent | 2026-06-30 | 1.0919 | 0.579 | 3892487 | 0 | 0 |
| FPA Contrarian Value | 2026-06-30 | 1.0919 | 0.579 | 3892487 | 0 | 0 |
| VanEck Oil Services ETF | 2026-08-29 | 0.9519 | 3.6215 | 3393416 | 72230 | 2.1748 |
| First Eagle Amundi International AU-C | 2026-07-31 | 0.9493 | 0.6686 | 3384218 | 0 | 0 |
| T. Rowe Price US Value Equity Composite | 2026-06-30 | 0.9189 | 0.1788 | 3275543 | 3275543 | 0 |
| T. Rowe Price Value | 2026-07-31 | 0.9169 | 0.1811 | 3268484 | -7059 | -0.2155 |
| First Trust SMID Cp Rising Div Achv ETF | 2026-08-31 | 0.8865 | 0.5853 | 3160214 | 1782 | 0.0564 |
| Vanguard Selected Value Inv | 2026-06-30 | 0.7728 | 0.7554 | 2754742 | 0 | 0 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Craig L Weinstock | 2026-02-23 | Sell | 70000 | 20.08 |
| Joseph W Rovig | 2026-02-23 | Sell | 151086 | 20.17 |
| Christian S Kendall | 2025-11-21 | Purchase | 70000 | 14.46 |