Top Institutional Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| BlackRock Inc | 2026-03-31 | 7.6342 | 0.0047 | 4444656 | 235875 | 5.6044 |
| Earnest Partners LLC | 2026-03-31 | 5.8393 | 0.8524 | 3399648 | -53419 | -1.547 |
| Vanguard Portfolio Management, LLC | 2026-03-31 | 4.2994 | 0.008 | 2503140 | 2503140 | 0 |
| FMR Inc | 2026-03-31 | 3.6777 | 0.0069 | 2141195 | 679035 | 46.4405 |
| Vanguard Capital Management, LLC | 2026-03-31 | 3.3643 | 0.003 | 1958718 | 1958718 | 0 |
| State Street Corp | 2026-03-31 | 2.6089 | 0.0032 | 1518922 | 32961 | 2.2182 |
| Ariel Investments, LLC | 2026-06-30 | 2.4235 | 0.9582 | 1410981 | 448339 | 46.5738 |
| Ameriprise Financial Inc | 2026-03-31 | 2.4233 | 0.0199 | 1410840 | 124717 | 9.6971 |
| Brandes Investment Partners & Co | 2026-06-30 | 2.2944 | 0.6378 | 1335820 | 527013 | 65.1593 |
| Arrowstreet Capital Limited Partnership | 2026-03-31 | 2.2157 | 0.0425 | 1289974 | 795970 | 161.1262 |
| CapTrust Financial Advisors | 2026-03-31 | 2.1718 | 0.1342 | 1264437 | 106723 | 9.2184 |
| Northern Trust Corp | 2026-03-31 | 1.893 | 0.0089 | 1102112 | -8972 | -0.8075 |
| DePrince Race & Zollo Inc | 2026-03-31 | 1.8676 | 1.249 | 1087339 | 51148 | 4.9362 |
| Dimensional Fund Advisors, Inc. | 2026-06-30 | 1.656 | 0.0119 | 964126 | 68285 | 7.6224 |
| TD Global Investment Solutions – TD Epoch | 2026-03-31 | 1.4139 | 0.3031 | 823183 | 823183 | 0 |
| Geode Capital Management, LLC | 2026-03-31 | 1.4085 | 0.0031 | 820058 | 31752 | 4.0279 |
| Two Sigma Investments LLC | 2026-06-30 | 1.3971 | 0.0401 | 813379 | 279315 | 52.2999 |
| Interval Partners, LP | 2026-03-31 | 1.3019 | 1.2073 | 757977 | -49084 | -6.0818 |
| Jacobs Levy Equity Management, Inc. | 2026-03-31 | 1.1672 | 0.1737 | 679520 | -106021 | -13.4966 |
| NORGES BANK | 2026-06-30 | 1.1608 | 0.0046 | 675842 | 117238 | 20.9877 |
Top Mutual Fund Holders
| Holder | Date Reported | % Held | % of Total Assets | Total Shares | Period change | Change % |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2026-08-31 | 2.6941 | 0.0751 | 1568528 | 658 | 0.042 |
| Ariel Fund Investor | 2026-06-30 | 2.4235 | 3.3188 | 1410981 | 521921 | 58.7048 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2026-07-31 | 2.3881 | 0.004 | 1390342 | 4714 | 0.3402 |
| Fidelity Series Stk Selec Lg Cp Val | 2026-07-31 | 1.9179 | 0.4271 | 1116600 | 0 | 0 |
| Vanguard Small Cap Index | 2026-07-31 | 1.7234 | 0.0356 | 1003361 | 2290 | 0.2288 |
| Fidelity Value | 2026-07-31 | 1.6274 | 0.5933 | 947500 | -179700 | -15.9422 |
| CT (Lux) American Smaller Com 9U USD | 2026-07-31 | 1.5281 | 3.3038 | 889681 | 20870 | 2.4021 |
| Harbor Small Cap Value Instl | 2026-06-30 | 1.1047 | 1.6492 | 643137 | -25949 | -3.8783 |
| Vanguard MStar Small Cap Value Index | 2026-07-31 | 1.0944 | 0.061 | 637140 | 1526 | 0.2401 |
| CT American Smaller Coms(US) InstAccGBP | 2026-07-31 | 0.9416 | 3.2789 | 548184 | 14915 | 2.7969 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2026-07-31 | 0.8863 | 0.0354 | 515986 | 2384 | 0.4642 |
| Harvey Partners Small-Cap Opportunity | 2026-06-30 | 0.8436 | 2.6389 | 491147 | 90648 | 22.6338 |
| State Street® SPDR® S&P MIDCAP 400® ETF | 2026-07-31 | 0.5691 | 0.0827 | 331321 | -13378 | -3.8811 |
| Fidelity Equity Dividend Income | 2026-07-31 | 0.5139 | 0.2327 | 299200 | 0 | 0 |
| Fidelity Tactical High Income Sr F8 | 2026-03-31 | 0.5078 | 0.2721 | 295616 | -180030 | -37.8496 |
| Column Mid Cap Select | 2026-06-30 | 0.4781 | 0.5915 | 278333 | -2795 | -0.9942 |
| Fidelity Select Chemicals | 2026-07-31 | 0.4615 | 4.1761 | 268700 | -14500 | -5.1201 |
| Brandes Small Cap Value R6 | 2026-06-30 | 0.4387 | 2.7314 | 255429 | 0 | 0 |
| Natixis Vaughan Nelson Small Cap A | 2026-07-31 | 0.435 | 1.1447 | 253230 | 253230 | 0 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 2026-08-31 | 0.4159 | 0.0286 | 242115 | 1000 | 0.4147 |
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 |