Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| Vanguard Group Inc | 2025-12-31 | 8.1564 | 0.004 | 4747017 | -40265 | -0.8411 |
| BlackRock Inc | 2026-03-31 | 7.6369 | 0.0047 | 4444656 | 235875 | 5.6044 |
| Earnest Partners LLC | 2026-03-31 | 5.8413 | 0.8524 | 3399648 | -53419 | -1.547 |
| FMR Inc | 2026-03-31 | 3.679 | 0.0069 | 2141195 | 679035 | 46.4405 |
| State Street Corp | 2026-03-31 | 2.6098 | 0.0032 | 1518922 | 32961 | 2.2182 |
| Ameriprise Financial Inc | 2026-03-31 | 2.4241 | 0.0199 | 1410840 | 124717 | 9.6971 |
| Arrowstreet Capital Limited Partnership | 2026-03-31 | 2.2165 | 0.0425 | 1289974 | 795970 | 161.1262 |
| CapTrust Financial Advisors | 2026-03-31 | 2.1726 | 0.1342 | 1264437 | 106723 | 9.2184 |
| Northern Trust Corp | 2026-03-31 | 1.8937 | 0.0089 | 1102112 | -8972 | -0.8075 |
| DePrince Race & Zollo Inc | 2026-03-31 | 1.8683 | 1.249 | 1087339 | 51148 | 4.9362 |
| Ariel Investments, LLC | 2026-03-31 | 1.654 | 0.6552 | 962642 | 962642 | 0 |
| Dimensional Fund Advisors, Inc. | 2026-03-31 | 1.5392 | 0.0113 | 895841 | 72179 | 8.7632 |
| TD Global Investment Solutions – TD Epoch | 2026-03-31 | 1.4144 | 0.3031 | 823183 | 823183 | 0 |
| Geode Capital Management, LLC | 2026-03-31 | 1.409 | 0.0031 | 820058 | 31752 | 4.0279 |
| Brandes Investment Partners & Co | 2026-03-31 | 1.3897 | 0.3481 | 808807 | 71261 | 9.6619 |
| Interval Partners, LP | 2026-03-31 | 1.3024 | 1.2073 | 757977 | -49084 | -6.0818 |
| Jacobs Levy Equity Management, Inc. | 2026-03-31 | 1.1676 | 0.1737 | 679520 | -106021 | -13.4966 |
| Bank of America Corp | 2026-03-31 | 1.1316 | 0.0029 | 658602 | 92614 | 16.3632 |
| Morgan Stanley - Brokerage Accounts | 2026-03-31 | 1.026 | 0.0022 | 597159 | 7541 | 1.279 |
| NORGES BANK | 2025-12-31 | 0.9598 | 0.0035 | 558604 | 122179 | 27.9954 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-04-30 | 2.5961 | 0.0819 | 1510911 | -768 | -0.0508 |
| Vanguard Total Stock Mkt Idx Inv | 2026-04-30 | 2.3823 | 0.0039 | 1386509 | 3621 | 0.2618 |
| Vanguard Small Cap Index | 2026-04-30 | 1.7235 | 0.035 | 1003071 | -756 | -0.0753 |
| Ariel Fund Investor | 2026-03-31 | 1.5276 | 2.112 | 889060 | 889060 | 0 |
| CT (Lux) American Smaller Com 9U USD | 2026-04-30 | 1.3621 | 2.7615 | 792719 | 8611 | 1.0982 |
| Fidelity Value | 2026-03-31 | 1.2443 | 0.4982 | 724200 | 153900 | 26.9858 |
| Harbor Small Cap Value Instl | 2026-03-31 | 1.1496 | 1.7818 | 669086 | -5956 | -0.8823 |
| Vanguard Small Cap Value Index Inv | 2026-04-30 | 1.1075 | 0.0619 | 644572 | 5039 | 0.7879 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-04-30 | 0.8678 | 0.0344 | 505058 | 6306 | 1.2644 |
| CT American Smaller Coms(US) InstAccGBP | 2026-04-30 | 0.8093 | 2.8006 | 470995 | 46693 | 11.0047 |
| Harvey Partners Small-Cap Opportunity | 2026-03-31 | 0.6881 | 1.9805 | 400499 | 199188 | 98.9454 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-04-30 | 0.5809 | 0.0819 | 338111 | 1275 | 0.3785 |
| Fidelity Tactical High Income Sr F8 | 2025-12-31 | 0.5111 | 0.2685 | 297446 | 297446 | 0 |
| Vanguard Strategic Equity Inv | 2026-03-31 | 0.4988 | 0.1749 | 290307 | 0 | 0 |
| Column Mid Cap Select | 2026-03-31 | 0.483 | 0.6039 | 281128 | 7688 | 2.8116 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 2026-04-30 | 0.4514 | 0.0332 | 262715 | 400 | 0.1525 |
| Fidelity Advisor Multi-Asset Income I | 2026-02-28 | 0.4135 | 0.4771 | 240657 | 39800 | 19.8151 |
| Fidelity Extended Market Index | 2026-03-31 | 0.4107 | 0.0374 | 239017 | 5459 | 2.3373 |
| iShares S&P Mid-Cap 400 Value ETF | 2026-04-30 | 0.3895 | 0.1668 | 226711 | 0 | 0 |
| State Street SPDR Port S&P 400 Md CpETF | 2026-04-30 | 0.3792 | 0.0813 | 220717 | 42 | 0.019 |
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 |