| 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 | 10.19M (9.61%) | -1.60M Decreased by -15.73% | Mar 31, 25 |
| 3 | BlackRock Inc | 7.25M (6.84%) | 326.80K Increased by +4.51% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 5.70M (5.38%) | 11.42K Increased by +0.20% | Mar 31, 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 | 3.19M (3.01%) | 85.12K Increased by +2.66% | Mar 31, 25 |
| 10 | Brown Advisory Holdings Inc | 2.98M (2.82%) | 2.98M Increased by +100.00% | Mar 31, 25 |
| 11 | Confluence Investment Management LLC | 2.23M (2.10%) | -44.78K Decreased by -2.01% | Dec 31, 24 |
| 12 | Copeland Capital Management, LLC | 2.03M (1.91%) | -37.22K Decreased by -1.83% | Mar 31, 25 |
| 13 | State Street Corporation | 1.96M (1.85%) | 38.57K Increased by +1.96% | Mar 31, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.96M (1.85%) | 1.17M Increased by +59.61% | Mar 31, 25 |
| 15 | State Street Corp | 1.93M (1.82%) | -98.77K Decreased by -5.11% | Mar 31, 25 |
| 16 | TD Global Investment Solutions – TD Epoch | 1.80M (1.70%) | 171.43K Increased by +9.54% | Mar 31, 25 |
| 17 | Geode Capital Management, LLC | 1.67M (1.58%) | 55.34K Increased by +3.31% | Mar 31, 25 |
| 18 | Atlantic Trust Group, LLC | 1.53M (1.44%) | 1.53M Increased by +100.00% | Mar 31, 25 |
| 19 | NORGES BANK | 1.50M (1.42%) | 29.67K Increased by +1.98% | Dec 31, 24 |
| 20 | Capital Research Global Investors | 1.42M (1.34%) | -734.67K Decreased by -51.75% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Small Cap Value | 3.30M (3.12%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 2 | iShares Russell 2000 ETF | 3.01M (2.84%) | 0.00 Increased by 0.00% | May 31, 25 |
| 3 | Fidelity Small Cap Value Fund | 2.76M (2.60%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 4 | Principal Aligned SMA MidCap Equity | 1.76M (1.66%) | 45.39K Increased by +2.58% | May 31, 25 |
| 5 | Vanguard Total Intl Stock Index Inv | 1.68M (1.59%) | 0.00 Increased by 0.00% | May 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%) | 225.58K Increased by +18.03% | May 31, 25 |
| 10 | Fidelity Stock Selector Small Cap | 1.22M (1.15%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Fidelity Small Cap Index | 1.20M (1.13%) | 6.10K Increased by +0.51% | Mar 31, 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 | iShares Russell 2000 Value ETF | 1.09M (1.03%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | Vanguard Developed Markets Index Admiral | 1.05M (1.00%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Fidelity Series Small Cap Opps | 982.43K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Strategic Advisers Fidelity US TtlStk | 942.44K (0.89%) | 9.29K Increased by +0.99% | Apr 30, 25 |
| 18 | Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 878.14K (0.83%) | 5.04K Increased by +0.57% | May 31, 25 |
| 19 | Fidelity Small Cap Discovery | 838.56K (0.79%) | -46.16K Decreased by -5.50% | Mar 31, 25 |
| 20 | NB MAG All Cap Core - Combined | 772.16K (0.73%) | 0.00 Increased by 0.00% | Jun 30, 24 |