Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 8.1789 | 0.004 | 4747017 | -40265 | -0.8411 |
| BlackRock Inc | 2025-09-30 | 7.4409 | 0.0043 | 4318697 | -10291 | -0.2377 |
| Earnest Partners LLC | 2025-12-31 | 5.9495 | 0.8634 | 3453067 | -155526 | -4.3099 |
| State Street Corp | 2025-09-30 | 2.5948 | 0.003 | 1506039 | -16054 | -1.0547 |
| FMR Inc | 2025-12-31 | 2.5192 | 0.0044 | 1462160 | 820563 | 127.8938 |
| Northern Trust Corp | 2025-09-30 | 2.3906 | 0.0101 | 1387496 | -4889 | -0.3511 |
| Ameriprise Financial Inc | 2025-09-30 | 2.0079 | 0.0152 | 1165367 | 265677 | 29.5298 |
| CapTrust Financial Advisors | 2025-09-30 | 1.9897 | 0.1341 | 1154815 | 146192 | 14.4942 |
| DePrince Race & Zollo Inc | 2025-12-31 | 1.7853 | 1.157 | 1036191 | 314172 | 43.513 |
| Dimensional Fund Advisors, Inc. | 2025-12-31 | 1.4191 | 0.0101 | 823662 | 108428 | 15.1598 |
| Geode Capital Management, LLC | 2025-09-30 | 1.3924 | 0.0029 | 808150 | 57646 | 7.681 |
| Interval Partners, LP | 2025-12-31 | 1.3905 | 0.843 | 807061 | 364285 | 82.273 |
| Jacobs Levy Equity Management, Inc. | 2025-12-31 | 1.3535 | 0.177 | 785541 | -112978 | -12.5738 |
| Morgan Stanley - Brokerage Accounts | 2025-09-30 | 1.2014 | 0.0024 | 697277 | -273957 | -28.2071 |
| Bank of America Corp | 2025-09-30 | 1.1471 | 0.0026 | 665786 | -101957 | -13.2801 |
| Millennium Management LLC | 2025-09-30 | 1.1207 | 0.0158 | 650430 | -351991 | -35.1141 |
| Balyasny Asset Management LLC | 2025-12-31 | 1.0574 | 0.0455 | 613693 | 172356 | 39.0531 |
| Alyeska Investment Group, L.P. | 2025-12-31 | 0.9757 | 0.0933 | 566285 | 158660 | 38.923 |
| NORGES BANK | 2025-12-31 | 0.9625 | 0.0035 | 558604 | 122179 | 27.9954 |
| AQR Capital Management LLC | 2025-09-30 | 0.8736 | 0.018 | 507024 | -315719 | -38.374 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-02-25 | 2.471 | 0.0893 | 1434172 | 102592 | 7.7045 |
| Vanguard Total Stock Mkt Idx Inv | 2026-01-31 | 2.3655 | 0.0042 | 1372944 | 3406 | 0.2487 |
| Vanguard Small Cap Index | 2026-01-31 | 1.6976 | 0.0371 | 985263 | -738 | -0.0748 |
| CT (Lux) American Smaller Com 9U USD | 2026-01-31 | 1.2496 | 2.4782 | 725245 | -2635 | -0.362 |
| Harbor Small Cap Value Instl | 2025-12-31 | 1.1631 | 1.9186 | 675042 | -35415 | -4.9848 |
| Vanguard Small Cap Value Index Inv | 2026-01-31 | 1.0899 | 0.0648 | 632586 | -4900 | -0.7686 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-01-31 | 0.8257 | 0.0359 | 479209 | 115 | 0.024 |
| CT American Smaller Coms(US) InstAccGBP | 2026-01-31 | 0.7014 | 2.4529 | 407094 | -2436 | -0.5948 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-01-31 | 0.5556 | 0.0856 | 322492 | -11587 | -3.4683 |
| Vanguard Strategic Equity Inv | 2025-12-31 | 0.5002 | 0.1728 | 290307 | 0 | 0 |
| Column Mid Cap Select | 2025-12-31 | 0.4711 | 0.5806 | 273440 | 9129 | 3.4539 |
| Fidelity Value | 2025-12-31 | 0.4381 | 0.176 | 254300 | 254300 | 0 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 2026-01-31 | 0.437 | 0.0354 | 253615 | 7800 | 3.1731 |
| Ceredex Small Cap Value Equity | 2025-12-31 | 0.4134 | 1.3929 | 239950 | 46350 | 23.9411 |
| Fidelity Extended Market Index | 2025-12-31 | 0.4044 | 0.0342 | 234694 | 5427 | 2.3671 |
| iShares S&P Mid-Cap 400 Value ETF | 2026-02-25 | 0.3918 | 0.1865 | 227371 | 74936 | 49.1593 |
| Schwab US Small-Cap ETF™ | 2026-02-27 | 0.3716 | 0.0717 | 215676 | 0 | 0 |
| State Street SPDR Port S&P 400 Md CpETF | 2026-02-26 | 0.3668 | 0.0892 | 212867 | -400 | -0.1876 |
| WisdomTree US SmallCap Dividend ETF | 2026-02-27 | 0.3643 | 0.7407 | 211466 | 0 | 0 |
| Harvey Partners Small-Cap Opportunity | 2025-12-31 | 0.3469 | 1.0747 | 201311 | -231131 | -53.4479 |
Insiders Transactions
| Holder | Date | Sell/Purchase | Transaction Amount | Price |
|---|---|---|---|---|
| Mark J Scheiwer | 2026-02-24 | Purchase | 693 | 71.44 |
| Hagedorn Partnership, L.P. | 2026-02-12 | Sell | 50000 | 66.4 |
| Hagedorn Partnership, L.P. | 2025-09-05 | Sell | 56633 | 63.02 |
| Mark J Scheiwer | 2025-09-03 | Purchase | 1790 | 61.32 |
| Hagedorn Partnership, L.P. | 2025-08-04 | Sell | 70000 | 62.28 |