| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Brookfield Corp | 13.01M (12.29%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | FMR Inc | 11.79M (11.13%) | -662.56K Decreased by -5.62% | Dec 31, 24 |
| 3 | BlackRock Inc | 6.93M (6.54%) | -21.33K Decreased by -0.31% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 5.69M (5.37%) | 187.72K Increased by +3.30% | Dec 31, 24 |
| 5 | BMO Capital Markets Corp. | 3.79M (3.58%) | -740.51K Decreased by -19.56% | Sep 30, 24 |
| 6 | Bank of Montreal | 3.79M (3.58%) | -740.51K Decreased by -19.56% | Sep 30, 24 |
| 7 | Royal Bank of Canada | 3.43M (3.24%) | -175.50K Decreased by -5.11% | Dec 31, 24 |
| 8 | Principal Financial Group Inc | 3.19M (3.02%) | 85.12K Increased by +2.66% | Mar 31, 25 |
| 9 | Brown Advisory Holdings Inc | 2.92M (2.75%) | 144.09K Increased by +4.94% | Sep 30, 24 |
| 10 | Bank of America Corp | 2.54M (2.40%) | -377.90K Decreased by -14.87% | Dec 31, 24 |
| 11 | Confluence Investment Management LLC | 2.23M (2.10%) | -44.78K Decreased by -2.01% | Dec 31, 24 |
| 12 | State Street Corp | 2.03M (1.92%) | 39.93K Increased by +1.97% | Dec 31, 24 |
| 13 | Copeland Capital Management, LLC | 2.03M (1.92%) | -37.22K Decreased by -1.83% | Mar 31, 25 |
| 14 | State Street Corporation | 1.96M (1.85%) | 38.57K Increased by +1.96% | Mar 31, 24 |
| 15 | TD Global Investment Solutions – TD Epoch | 1.63M (1.54%) | -52.81K Decreased by -3.25% | Dec 31, 24 |
| 16 | Geode Capital Management, LLC | 1.62M (1.53%) | 82.39K Increased by +5.09% | Dec 31, 24 |
| 17 | Atlantic Trust Group, LLC | 1.55M (1.47%) | 97.72K Increased by +6.30% | Sep 30, 24 |
| 18 | NORGES BANK | 1.50M (1.42%) | 29.67K Increased by +1.98% | Dec 31, 24 |
| 19 | Capital Research Global Investors | 1.42M (1.34%) | -734.67K Decreased by -51.75% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 1.39M (1.31%) | -296.86K Decreased by -21.39% | Dec 31, 24 |
| 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 | 2.97M (2.80%) | 501.00 Increased by +0.02% | Apr 30, 25 |
| 3 | Fidelity Small Cap Value Fund | 2.76M (2.60%) | -115.00K Decreased by -4.17% | Feb 28, 25 |
| 4 | Principal Aligned SMA MidCap Equity | 1.70M (1.61%) | 55.79K Increased by +3.28% | Mar 31, 25 |
| 5 | Vanguard Total Intl Stock Index Inv | 1.67M (1.57%) | 0.00 Increased by 0.00% | Mar 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 | Fidelity Stock Selector Small Cap | 1.22M (1.15%) | -184.10K Decreased by -15.07% | Feb 28, 25 |
| 10 | Fidelity Small Cap Index | 1.19M (1.13%) | 7.66K Increased by +0.64% | Feb 28, 25 |
| 11 | Fidelity® Small Cap Discovery | 1.16M (1.10%) | -11.50K Decreased by -0.99% | Oct 31, 23 |
| 12 | Fidelity® Small Cap Index | 1.16M (1.09%) | 229.21K Increased by +19.80% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 1.13M (1.06%) | -3.83K Decreased by -0.34% | Apr 30, 25 |
| 14 | Vanguard Developed Markets Index Admiral | 1.05M (0.99%) | 15.11K Increased by +1.44% | Mar 31, 25 |
| 15 | Fidelity Series Small Cap Opps | 982.43K (0.93%) | -58.80K Decreased by -5.99% | Feb 28, 25 |
| 16 | Strategic Advisers Fidelity US TtlStk | 933.15K (0.88%) | -44.53K Decreased by -4.77% | Mar 31, 25 |
| 17 | Fidelity Small Cap Discovery | 884.72K (0.84%) | -156.95K Decreased by -17.74% | Feb 28, 25 |
| 18 | Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 866.64K (0.82%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | BlackRock Global Equity Mkt Netrl Instl | 784.35K (0.74%) | 429.94K Increased by +54.82% | Mar 31, 25 |
| 20 | Fidelity Series Small Cap Discovery | 782.61K (0.74%) | -134.09K Decreased by -17.13% | Feb 28, 25 |