| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Brookfield Corp | 13.01M (10.94%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | FMR Inc | 11.72M (9.85%) | 603.99K Increased by +5.15% | Mar 31, 24 |
| 3 | BlackRock Inc | 7.33M (6.16%) | 324.84K Increased by +4.43% | Jun 30, 24 |
| 4 | Vanguard Group Inc | 5.31M (4.46%) | 39.71K Increased by +0.75% | Jun 30, 24 |
| 5 | BMO Capital Markets Corp. | 4.36M (3.66%) | 739.35K Increased by +16.97% | Mar 31, 24 |
| 6 | Bank of Montreal | 4.36M (3.66%) | 739.35K Increased by +16.97% | Mar 31, 24 |
| 7 | Royal Bank of Canada | 3.48M (2.93%) | 385.52K Increased by +11.07% | Mar 31, 24 |
| 8 | Principal Financial Group Inc | 2.87M (2.41%) | 236.35K Increased by +8.23% | Jun 30, 24 |
| 9 | Bank of America Corp | 2.70M (2.27%) | 824.94K Increased by +30.59% | Mar 31, 24 |
| 10 | Brown Advisory Holdings Inc | 2.48M (2.09%) | 210.72K Increased by +8.49% | Mar 31, 24 |
| 11 | Confluence Investment Management LLC | 2.31M (1.94%) | -177.59K Decreased by -7.68% | Jun 30, 24 |
| 12 | Dimensional Fund Advisors, Inc. | 2.26M (1.90%) | -861.03K Decreased by -38.08% | Jun 30, 24 |
| 13 | TD Global Investment Solutions – TD Epoch | 2.25M (1.89%) | 136.65K Increased by +6.07% | Mar 31, 24 |
| 14 | Copeland Capital Management, LLC | 2.06M (1.73%) | -7.24K Decreased by -0.35% | Jun 30, 24 |
| 15 | State Street Corporation | 1.96M (1.65%) | 38.57K Increased by +1.96% | Mar 31, 24 |
| 16 | Neuberger Berman Group LLC | 1.73M (1.46%) | 68.53K Increased by +3.95% | Mar 31, 24 |
| 17 | Caisse De Depot Et Placement Du Quebec | 1.70M (1.43%) | -280.90K Decreased by -16.50% | Jun 30, 24 |
| 18 | NORGES BANK | 1.47M (1.24%) | -31.96K Decreased by -2.17% | Jun 30, 24 |
| 19 | Atlantic Trust Group, LLC | 1.46M (1.23%) | -1.35K Decreased by -0.09% | Mar 31, 24 |
| 20 | Geode Capital Management, LLC | 1.43M (1.20%) | 30.24K Increased by +2.12% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Small Cap Value | 3.30M (2.78%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 2 | iShares Russell 2000 ETF | 3.16M (2.66%) | -27.83K Decreased by -0.88% | Aug 28, 24 |
| 3 | Fidelity Small Cap Value Fund | 3.10M (2.60%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 4 | Confluence Equity Income | 1.86M (1.56%) | -234.21K Decreased by -12.61% | Jun 30, 24 |
| 5 | Vanguard Total Intl Stock Index Inv | 1.66M (1.39%) | 10.70K Increased by +0.65% | Jul 31, 24 |
| 6 | Fidelity Series Small Cap Opps | 1.58M (1.33%) | 6.70K Increased by +0.42% | Jun 30, 24 |
| 7 | Principal Aligned SMA MidCap Equity | 1.50M (1.26%) | -9.02K Decreased by -0.60% | Jul 31, 24 |
| 8 | American Funds SMALLCAP World A | 1.30M (1.09%) | -697.00K Decreased by -53.63% | Sep 30, 23 |
| 9 | Fidelity® Series Small Cap Opps | 1.26M (1.06%) | 31.30K Increased by +2.49% | Oct 31, 23 |
| 10 | Fidelity Small Cap Index | 1.22M (1.02%) | 19.25K Increased by +1.58% | Jun 30, 24 |
| 11 | Fidelity Small Cap Discovery | 1.19M (1.00%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Fidelity® Small Cap Discovery | 1.16M (0.98%) | -11.50K Decreased by -0.99% | Oct 31, 23 |
| 13 | Fidelity® Small Cap Index | 1.16M (0.97%) | 229.21K Increased by +19.80% | Oct 31, 23 |
| 14 | iShares Russell 2000 Value ETF | 1.13M (0.95%) | -2.28K Decreased by -0.20% | Aug 28, 24 |
| 15 | Fidelity Stock Selector Small Cap | 1.11M (0.93%) | 8.20K Increased by +0.74% | Jun 30, 24 |
| 16 | Vanguard Developed Markets Index Admiral | 1.01M (0.85%) | 10.29K Increased by +1.02% | Jul 31, 24 |
| 17 | Strategic Advisers Fidelity US TtlStk | 901.91K (0.76%) | 162.10K Increased by +17.97% | Jun 30, 24 |
| 18 | DFA US Small Cap Value I | 882.28K (0.74%) | -95.84K Decreased by -10.86% | Jun 30, 24 |
| 19 | Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 820.97K (0.69%) | 14.27K Increased by +1.74% | Jul 31, 24 |
| 20 | FIAM Small Cap Core CIT Cl B | 782.50K (0.66%) | 9.40K Increased by +1.20% | Jun 30, 24 |