Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Pzena Investment Management, LLC | 2025-12-31 | 11.6918 | 1.9729 | 42164228 | -225605 | -0.5322 |
| BlackRock Inc | 2025-09-30 | 10.5048 | 0.0088 | 37883495 | -1110867 | -2.8488 |
| Arnhold & S. Bleichroeder Advisers, LLC | 2025-12-31 | 10.4256 | 1.0342 | 37597874 | -11128 | -0.0296 |
| Vanguard Group Inc | 2025-12-31 | 10.3614 | 0.0085 | 37366273 | -1075109 | -2.7967 |
| Hotchkis & Wiley Capital Management LLC | 2025-12-31 | 9.0025 | 1.5157 | 32465667 | -7280774 | -18.3181 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 5.261 | 0.0622 | 18972635 | 394582 | 2.1239 |
| State Street Corp | 2025-09-30 | 3.4166 | 0.0057 | 12321451 | -194331 | -1.5527 |
| American Century Companies Inc | 2025-12-31 | 2.3893 | 0.0677 | 8616445 | 1019941 | 13.4265 |
| First Pacific Advisors, LP | 2025-12-31 | 2.2443 | 1.6654 | 8093810 | 146909 | 1.8486 |
| First Trust Advisors L.P. | 2025-12-31 | 1.9505 | 0.0799 | 7033947 | 25610 | 0.3654 |
| Geode Capital Management, LLC | 2025-12-31 | 1.8827 | 0.0066 | 6789483 | -235023 | -3.3458 |
| Greenhaven Associates Inc | 2026-03-31 | 1.5948 | 1.7818 | 5751338 | 6200 | 0.1079 |
| Bank of America Corp | 2025-09-30 | 1.4825 | 0.0048 | 5346302 | 689427 | 14.8045 |
| Oldfield Partners LLP | 2025-12-31 | 1.399 | 22.3572 | 5045332 | 276961 | 5.8083 |
| AQR Capital Management LLC | 2025-12-31 | 1.2944 | 0.0383 | 4668127 | 1053354 | 29.1403 |
| Earnest Partners LLC | 2025-12-31 | 1.1096 | 0.268 | 4001596 | -105355 | -2.5653 |
| Van Eck Associates Corporation | 2025-12-31 | 1.1083 | 0.0516 | 3997038 | 543685 | 15.7437 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 1.0968 | 0.0096 | 3955366 | -35920 | -0.9 |
| Bank of New York Mellon Corp | 2025-09-30 | 0.9487 | 0.0081 | 3421395 | -722925 | -17.4438 |
| Northern Trust Corp | 2025-09-30 | 0.9117 | 0.0056 | 3287948 | 43039 | 1.3264 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| First Eagle Global A | 2026-02-28 | 7.3039 | 0.6773 | 26339997 | 0 | 0 |
| Vanguard Windsor II Inv | 2025-12-31 | 3.9256 | 0.3487 | 14157088 | -2616000 | -15.5964 |
| iShares Core S&P Mid-Cap ETF | 2026-03-31 | 3.3114 | 0.2117 | 11942050 | 9500 | 0.0796 |
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 3.1923 | 0.0111 | 11512353 | 23176 | 0.2017 |
| Vanguard Small Cap Index | 2026-02-28 | 2.2969 | 0.0957 | 8283479 | 21892 | 0.265 |
| Avantis US Small Cap Value ETF | 2026-03-31 | 2.206 | 0.6429 | 7955439 | 0 | 0 |
| Vanguard Small Cap Value Index Inv | 2026-02-28 | 1.4752 | 0.1671 | 5319895 | 15181 | 0.2862 |
| FPA Crescent | 2025-12-31 | 1.3968 | 0.6631 | 5037287 | 5037287 | 0 |
| FPA Contrarian Value | 2025-12-31 | 1.3968 | 0.6631 | 5037287 | 5037287 | 0 |
| DFA US Small Cap Value I | 2026-02-28 | 1.3241 | 0.5311 | 4775105 | 0 | 0 |
| First Trust SMID Cp Rising Div Achv ETF | 2026-03-31 | 1.295 | 0.8698 | 4670233 | 911 | 0.0195 |
| Vanguard Windsor Investor Shares | 2025-12-31 | 1.2154 | 0.2836 | 4383136 | 0 | 0 |
| Pzena Large Cap Value | 2026-03-31 | 1.2154 | 1.2355 | 4383136 | 0 | 0 |
| VanEck Oil Services ETF | 2026-03-31 | 1.1672 | 3.3269 | 4209162 | -35997 | -0.848 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-02-28 | 1.1025 | 0.0927 | 3975864 | 42250 | 1.0741 |
| First Eagle Amundi International AU-C | 2026-01-31 | 0.9422 | 0.6705 | 3397748 | 343428 | 11.244 |
| Pzena Mid Cap Value | 2026-03-31 | 0.7639 | 2.1206 | 2754742 | 0 | 0 |
| Vanguard Selected Value Inv | 2025-12-31 | 0.7639 | 0.6774 | 2754742 | 0 | 0 |
| DFA US Targeted Value I | 2026-02-28 | 0.7633 | 0.3654 | 2752838 | 0 | 0 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-02-28 | 0.7416 | 0.2141 | 2674286 | 28495 | 1.077 |
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 |