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 | 2025-12-31 | 1.9947 | 0.1285 | 1157714 | 2899 | 0.251 |
| 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 |
| Interval Partners, LP | 2025-12-31 | 1.3905 | 0.843 | 807061 | 364285 | 82.273 |
| Geode Capital Management, LLC | 2025-12-31 | 1.3582 | 0.0028 | 788306 | -19844 | -2.4555 |
| Jacobs Levy Equity Management, Inc. | 2025-12-31 | 1.3535 | 0.177 | 785541 | -112978 | -12.5738 |
| Brandes Investment Partners & Co | 2025-12-31 | 1.2708 | 0.3275 | 737546 | 578174 | 362.7827 |
| 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 |
| 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 |
| Charles Schwab Investment Management Inc | 2025-12-31 | 0.8656 | 0.0046 | 502403 | -6905 | -1.3558 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-03-31 | 2.5572 | 0.0851 | 1484209 | 1175 | 0.0792 |
| Vanguard Total Stock Mkt Idx Inv | 2026-02-28 | 2.3699 | 0.0046 | 1375494 | 2550 | 0.1857 |
| Vanguard Small Cap Index | 2026-02-28 | 1.7017 | 0.0395 | 987684 | 2421 | 0.2457 |
| CT (Lux) American Smaller Com 9U USD | 2026-02-28 | 1.3306 | 2.7532 | 772270 | 47025 | 6.484 |
| Harbor Small Cap Value Instl | 2025-12-31 | 1.1631 | 1.9186 | 675042 | -35415 | -4.9848 |
| Vanguard Small Cap Value Index Inv | 2026-02-28 | 1.0931 | 0.069 | 634418 | 1832 | 0.2896 |
| Fidelity Value | 2026-02-28 | 0.9826 | 0.4345 | 570300 | 76800 | 15.5623 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-02-28 | 0.834 | 0.0391 | 484047 | 4838 | 1.0096 |
| CT American Smaller Coms(US) InstAccGBP | 2026-02-28 | 0.7115 | 2.7172 | 412948 | 5854 | 1.438 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-02-28 | 0.5616 | 0.0903 | 325964 | 3472 | 1.0766 |
| Fidelity Tactical High Income Sr F8 | 2025-12-31 | 0.5125 | 0.2685 | 297446 | 297446 | 0 |
| 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 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 2026-03-31 | 0.452 | 0.0355 | 262315 | 8200 | 3.2269 |
| Fidelity Extended Market Index | 2026-02-28 | 0.4024 | 0.04 | 233558 | 1871 | 0.8076 |
| iShares S&P Mid-Cap 400 Value ETF | 2026-03-31 | 0.3911 | 0.173 | 227005 | 0 | 0 |
| Fidelity Select Chemicals | 2026-02-28 | 0.3784 | 3.3134 | 219600 | 43600 | 24.7727 |
| State Street SPDR Port S&P 400 Md CpETF | 2026-03-31 | 0.3765 | 0.085 | 218539 | -205 | -0.0937 |
| Schwab US Small-Cap ETF™ | 2026-03-31 | 0.3726 | 0.068 | 216231 | 0 | 0 |
| WisdomTree US SmallCap Dividend ETF | 2026-03-11 | 0.3643 | 0.6901 | 211466 | 0 | 0 |
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 |