Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 10.5381 | 0.0124 | 37820042 | 771317 | 2.0819 |
| Pzena Investment Management, LLC | 2026-03-31 | 10.4588 | 2.2926 | 37535449 | -4628779 | -10.978 |
| Vanguard Group Inc | 2025-12-31 | 10.4117 | 0.0085 | 37366273 | -1075109 | -2.7967 |
| Arnhold & S. Bleichroeder Advisers, LLC | 2026-03-31 | 10.1448 | 1.1608 | 36408359 | -1189515 | -3.1638 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 5.4068 | 0.0758 | 19404319 | 431684 | 2.2753 |
| Hotchkis & Wiley Capital Management LLC | 2026-03-31 | 4.1572 | 0.8657 | 14919613 | -17546054 | -54.045 |
| State Street Corp | 2026-03-31 | 3.4531 | 0.0081 | 12392917 | 243093 | 2.0008 |
| American Century Companies Inc | 2026-03-31 | 2.7886 | 0.0969 | 10007860 | 1391415 | 16.1484 |
| First Trust Advisors L.P. | 2026-03-31 | 2.0042 | 0.0967 | 7192735 | 158788 | 2.2575 |
| Geode Capital Management, LLC | 2026-03-31 | 1.9459 | 0.0082 | 6983577 | 194094 | 2.8587 |
| T. Rowe Price Associates, Inc. | 2026-03-31 | 1.9287 | 0.0151 | 6921865 | 1862465 | 36.812 |
| First Pacific Advisors, LP | 2026-03-31 | 1.7612 | 1.6653 | 6320758 | -1773052 | -21.9063 |
| Greenhaven Associates Inc | 2026-03-31 | 1.6025 | 1.7818 | 5751338 | 6200 | 0.1079 |
| AQR Capital Management LLC | 2026-03-31 | 1.5941 | 0.0493 | 5720977 | 1052850 | 22.554 |
| Oldfield Partners LLP | 2026-03-31 | 1.4058 | 24.127 | 5045332 | 0 | 0 |
| Van Eck Associates Corporation | 2026-03-31 | 1.3661 | 0.0692 | 4902786 | 905748 | 22.6605 |
| Bank of America Corp | 2026-03-31 | 1.2749 | 0.0063 | 4575450 | 664969 | 17.0048 |
| The Goldman Sachs Group Inc | 2026-03-31 | 1.1397 | 0.0088 | 4090425 | 1366797 | 50.183 |
| Charles Schwab Investment Management Inc | 2026-03-31 | 1.1296 | 0.0117 | 4054027 | 98661 | 2.4944 |
| Earnest Partners LLC | 2026-03-31 | 1.0865 | 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 | 2026-04-30 | 5.9474 | 0.5825 | 21344615 | -4995382 | -18.965 |
| iShares Core S&P Mid-Cap ETF | 2026-04-30 | 3.3921 | 0.2154 | 12173800 | -6128 | -0.0503 |
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 3.1899 | 0.0106 | 11448018 | 31936 | 0.2797 |
| Vanguard Small Cap Index | 2026-04-30 | 2.3134 | 0.0944 | 8302546 | -18763 | -0.2255 |
| Avantis US Small Cap Value ETF | 2026-04-30 | 2.2108 | 0.6331 | 7934470 | 0 | 0 |
| Vanguard Windsor II Inv | 2026-03-31 | 2.0813 | 0.2283 | 7469588 | -6687500 | -47.2378 |
| Vanguard Small Cap Value Index Inv | 2026-04-30 | 1.4858 | 0.1672 | 5332238 | 37007 | 0.6989 |
| DFA US Small Cap Value I | 2026-03-31 | 1.3305 | 0.5095 | 4775105 | 0 | 0 |
| First Trust SMID Cp Rising Div Achv ETF | 2026-04-30 | 1.3176 | 0.8807 | 4728537 | 6377 | 0.135 |
| Vanguard Windsor Investor Shares | 2026-03-31 | 1.2213 | 0.3605 | 4383136 | 0 | 0 |
| Pzena Large Cap Value | 2026-04-30 | 1.2213 | 1.2555 | 4383136 | 0 | 0 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-04-30 | 1.1342 | 0.0906 | 4070335 | 42721 | 1.0607 |
| VanEck Oil Services ETF | 2026-04-30 | 1.1227 | 3.3497 | 4029129 | 0 | 0 |
| FPA Contrarian Value | 2026-03-31 | 1.0846 | 0.6201 | 3892487 | -1144800 | -22.7265 |
| FPA Crescent | 2026-03-31 | 1.0846 | 0.6201 | 3892487 | -1144800 | -22.7265 |
| First Eagle Amundi International AU-C | 2026-03-31 | 0.9414 | 0.7096 | 3378665 | -5553 | -0.1641 |
| Vanguard Selected Value Inv | 2026-03-31 | 0.7676 | 0.8307 | 2754742 | 0 | 0 |
| Pzena Mid Cap Value | 2026-04-30 | 0.7676 | 2.127 | 2754742 | 0 | 0 |
| DFA US Targeted Value I | 2026-03-31 | 0.767 | 0.3506 | 2752838 | 0 | 0 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-04-30 | 0.7598 | 0.2156 | 2726656 | 10253 | 0.3774 |
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 |