Top Institutional Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
Vanguard Group Inc 2025-03-31 10.1034 0.0147 68119342 1078976 1.6094
State Street Corp 2025-03-31 7.4377 0.0248 50147048 6655087 15.3019
Exor Investments (UK) LLP 2025-03-31 6.7979 14.3176 45833162 1079863 2.4129
BlackRock Inc 2025-03-31 6.2273 0.0106 41986227 2957591 7.578
Amvescap Plc. 2025-03-31 2.7408 0.0419 18479201 -2114753 -10.2688
Geode Capital Management, LLC 2025-03-31 2.3443 0.0149 15805625 238094 1.5294
Ariel Investments, LLC 2025-03-31 2.1084 1.9979 14215254 -448653 -3.0596
Contrarius Group Holdings Ltd 2025-03-31 2.063 11.3692 13909438 -70503 -0.5043
Slate Path Capital LP 2025-03-31 2.0354 2.9643 13723323 1137323 9.0364
Pentwater Capital Management LP 2025-03-31 1.7947 1.2149 12100000 2835000 30.599
Hotchkis & Wiley Capital Management LLC 2025-03-31 1.6937 0.456 11419346 -197744 -1.7022
Morgan Stanley - Brokerage Accounts 2025-03-31 1.4899 0.0086 10045400 833657 9.0499
Goldman Sachs Group Inc 2025-03-31 1.2521 0.0163 8441836 4782242 130.6768
Charles Schwab Investment Management Inc 2025-03-31 1.1687 0.0177 7879482 136359 1.761
Susquehanna International Group, LLP 2025-03-31 0.9457 0.013 6376330 -1743696 -21.474
Northern Trust Corp 2025-03-31 0.8865 0.0106 5976876 496957 9.0687
ExodusPoint Capital Management, LP 2025-03-31 0.8609 0.6865 5804281 4883945 530.6698
Bank of New York Mellon Corp 2025-03-31 0.6643 0.0106 4478578 -107710 -2.3485
Dimensional Fund Advisors, Inc. 2025-03-31 0.6358 0.0127 4286913 67370 1.5966
Loomis, Sayles & Company LP 2025-03-31 0.5652 0.0659 3810871 -43880 -1.1383

Top Mutual Fund Holders

Holder Date Reported % Held % of Total Assets Total Shares Period change Change %
The Comm Svcs Sel Sect SPDR® ETF 2025-07-31 3.0546 1.0845 20595122 23230 0.1129
Vanguard Total Stock Mkt Idx Inv 2025-07-31 2.531 0.0112 17064537 -373767 -2.1434
Vanguard 500 Index Investor 2025-07-31 2.2073 0.0141 14882275 -2202716 -12.8927
Vanguard Small Cap Index 2025-07-31 1.942 0.1055 13093212 -69402 -0.5273
Contrarius Global Equity Institutional 2025-06-30 1.9188 9.0164 12937149 0 0
Invesco S&P 500® Equal Weight ETF 2025-07-31 1.712 0.1995 11542844 3212 0.0278
Vanguard Small Cap Value Index Inv 2025-07-31 1.244 0.1854 8387172 -7396 -0.0881
Fidelity 500 Index 2025-06-30 1.1309 0.0148 7624902 121639 1.6211
SPDR® S&P 500® ETF 2025-07-31 1.0831 0.014 7302377 31506 0.4333
iShares Core S&P 500 ETF 2025-07-31 1.0661 0.0141 7187729 32660 0.4565
Vanguard Windsorâ„¢ II Inv 2025-06-30 0.9906 0.1431 6678900 0 0
Ariel Fund Investor 2025-06-30 0.8508 3.1155 5736642 -2279281 -28.4344
Vanguard Institutional Index I 2025-07-31 0.5417 0.0141 3652306 -36902 -1.0003
State St S&P 500® Indx SL Cl III 2025-07-31 0.4772 0.014 3217109 5636 0.1755
Vanguard Communication Services ETF 2025-07-31 0.358 0.5246 2413951 -22063 -0.9057
Vanguard Institutional 500 Index Trust 2025-07-31 0.3407 0.0141 2296791 2296791 0
Blackrock Eq Idx Fund CF 2025-06-30 0.3321 0.0145 2239320 123781 5.851
Invesco S&P 500® Pure Value ETF 2025-07-31 0.3149 2.062 2123142 -3018 -0.1419
Fidelity Mid Cap Index 2025-06-30 0.3093 0.0635 2085051 57841 2.8532
iShares Russell Mid-Cap ETF 2025-07-31 0.3062 0.0602 2064550 672 0.0326

Insiders Transactions

Holder Date Sell/Purchase Transaction Amount Price
Tommy Tuberville 2024-05-10 Sell 13.05
Tommy Tuberville 2024-03-21 Purchase 11.82
Tommy Tuberville 2023-12-26 Purchase 15.02
Tommy Tuberville 2023-09-18 Sell 13.6
Tommy Tuberville 2023-09-18 Purchase 13.6
Daniel S. Goldman 2023-06-29 Sell 15.99
Shari Redstone 2023-05-16 Purchase 165000 15.06

Major Indices