| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Brookfield Corp | 13.01M (12.27%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | FMR Inc | 8.18M (7.71%) | -2.01M Decreased by -24.54% | Jun 30, 25 |
| 3 | BlackRock Inc | 7.25M (6.84%) | 326.80K Increased by +4.51% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 5.87M (5.53%) | 166.94K Increased by +2.85% | Jun 30, 25 |
| 5 | BMO Capital Markets Corp. | 4.15M (3.91%) | 4.15M Increased by +100.00% | Mar 31, 25 |
| 6 | Bank of Montreal | 4.15M (3.91%) | 4.15M Increased by +100.00% | Mar 31, 25 |
| 7 | Bank of America Corp | 4.10M (3.87%) | 1.56M Increased by +38.03% | Mar 31, 25 |
| 8 | Royal Bank of Canada | 3.42M (3.23%) | -6.93K Decreased by -0.20% | Mar 31, 25 |
| 9 | Principal Financial Group Inc | 3.38M (3.19%) | 189.92K Increased by +5.61% | Jun 30, 25 |
| 10 | Brown Advisory Holdings Inc | 2.94M (2.77%) | -45.85K Decreased by -1.56% | Jun 30, 25 |
| 11 | Confluence Investment Management LLC | 2.23M (2.10%) | -44.78K Decreased by -2.01% | Dec 31, 24 |
| 12 | State Street Corporation | 1.96M (1.85%) | 38.57K Increased by +1.96% | Mar 31, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.96M (1.85%) | 1.17M Increased by +59.61% | Mar 31, 25 |
| 14 | State Street Corp | 1.93M (1.82%) | -98.77K Decreased by -5.11% | Mar 31, 25 |
| 15 | Copeland Capital Management, LLC | 1.87M (1.76%) | -159.43K Decreased by -8.53% | Jun 30, 25 |
| 16 | TD Global Investment Solutions – TD Epoch | 1.77M (1.67%) | -25.24K Decreased by -1.42% | Jun 30, 25 |
| 17 | Geode Capital Management, LLC | 1.67M (1.58%) | 55.34K Increased by +3.31% | Mar 31, 25 |
| 18 | NORGES BANK | 1.55M (1.46%) | 46.46K Increased by +3.00% | Jun 30, 25 |
| 19 | Atlantic Trust Group, LLC | 1.53M (1.45%) | 6.02K Increased by +0.39% | Jun 30, 25 |
| 20 | HighTower Advisors, LLC | 1.52M (1.44%) | 144.09K Increased by +9.47% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Small Cap Value | 3.30M (3.11%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 2 | iShares Russell 2000 ETF | 2.90M (2.74%) | -32.38K Decreased by -1.12% | Aug 29, 25 |
| 3 | Fidelity Small Cap Value Fund | 2.85M (2.68%) | -95.00K Decreased by -3.34% | Jun 30, 25 |
| 4 | Principal Aligned SMA MidCap Equity | 1.75M (1.65%) | 767.00 Increased by +0.04% | Aug 31, 25 |
| 5 | Vanguard Total Intl Stock Index Inv | 1.73M (1.63%) | 6.77K Increased by +0.39% | Jul 31, 25 |
| 6 | Confluence Equity Income | 1.56M (1.47%) | -204.37K Decreased by -13.09% | Dec 31, 24 |
| 7 | American Funds SMALLCAP World A | 1.30M (1.23%) | -697.00K Decreased by -53.63% | Sep 30, 23 |
| 8 | Fidelity® Series Small Cap Opps | 1.26M (1.19%) | 31.30K Increased by +2.49% | Oct 31, 23 |
| 9 | BlackRock Global Equity Mkt Netrl Instl | 1.25M (1.18%) | -4.26K Decreased by -0.34% | Jun 30, 25 |
| 10 | Fidelity Stock Selector Small Cap | 1.22M (1.15%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Fidelity Small Cap Index | 1.21M (1.14%) | -7.97K Decreased by -0.66% | Jun 30, 25 |
| 12 | Fidelity® Small Cap Discovery | 1.16M (1.09%) | -11.50K Decreased by -0.99% | Oct 31, 23 |
| 13 | Fidelity® Small Cap Index | 1.16M (1.09%) | 229.21K Increased by +19.80% | Oct 31, 23 |
| 14 | Vanguard Developed Markets Index Admiral | 1.08M (1.02%) | 10.58K Increased by +0.98% | Jul 31, 25 |
| 15 | iShares Russell 2000 Value ETF | 1.06M (1.00%) | -2.35K Decreased by -0.22% | Aug 29, 25 |
| 16 | Fidelity Series Small Cap Opps | 982.43K (0.93%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 888.13K (0.84%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 18 | NB MAG All Cap Core - Combined | 772.16K (0.73%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Fidelity® Stock Selector Small Cap | 727.40K (0.69%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 20 | FIAM Small Cap Core CIT Cl B | 722.10K (0.68%) | -12.50K Decreased by -1.73% | Jun 30, 25 |