| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 717.90K (15.80%) | -35.45K Decreased by -4.94% | Mar 31, 26 |
| 2 | Burgundy Asset Management Ltd | 472.07K (10.39%) | -2.66K Decreased by -0.56% | Sep 30, 25 |
| 3 | BMO Capital Markets Corp. | 441.55K (9.72%) | -16.62K Decreased by -3.76% | Mar 31, 26 |
| 4 | Bank of Montreal | 441.55K (9.72%) | -16.62K Decreased by -3.76% | Mar 31, 26 |
| 5 | Vanguard Group Inc | 429.84K (9.46%) | -50.64K Decreased by -11.78% | Dec 31, 25 |
| 6 | D. E. Shaw & Co LP | 392.35K (8.63%) | 94.70K Increased by +24.14% | Mar 31, 26 |
| 7 | Clarkston Capital Partners, LLC | 357.19K (7.86%) | 90.93K Increased by +25.46% | Mar 31, 25 |
| 8 | Canada Pension Plan Investment Board | 323.30K (7.11%) | 117.39K Increased by +36.31% | Mar 31, 25 |
| 9 | Private Management Group Inc | 304.40K (6.70%) | -16.22K Decreased by -5.33% | Mar 31, 26 |
| 10 | Franklin Resources Inc | 295.37K (6.50%) | -14.17K Decreased by -4.80% | Mar 31, 25 |
| 11 | Rothschild & Co Wealth Management UK Ltd | 280.08K (6.16%) | -6.78K Decreased by -2.42% | Mar 31, 26 |
| 12 | Davenport & Company LLC | 244.72K (5.38%) | -9.31K Decreased by -3.80% | Mar 31, 26 |
| 13 | The Goldman Sachs Group Inc | 223.50K (4.92%) | -58.89K Decreased by -26.35% | Mar 31, 26 |
| 14 | Vanguard Capital Management, LLC | 198.91K (4.38%) | 198.91K Increased by +100.00% | Mar 31, 26 |
| 15 | Millennium Management LLC | 194.90K (4.29%) | 78.65K Increased by +40.36% | Jun 30, 25 |
| 16 | Dimensional Fund Advisors, Inc. | 190.44K (4.19%) | -28.41K Decreased by -14.92% | Mar 31, 26 |
| 17 | Massachusetts Financial Services Company | 186.76K (4.11%) | -88.78K Decreased by -47.54% | Jun 30, 24 |
| 18 | State Street Corp | 185.94K (4.09%) | -8.83K Decreased by -4.75% | Mar 31, 26 |
| 19 | Graham Holdings Co | 182.44K (4.01%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | American Century Companies Inc | 177.18K (3.90%) | 18.30K Increased by +10.33% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 283.01K (6.23%) | 120.00 Increased by +0.04% | May 29, 26 |
| 2 | Clarkston Capital SMID Composite | 252.67K (5.56%) | 1.34K Increased by +0.53% | Mar 31, 25 |
| 3 | Franklin Small Cap Value A | 186.02K (4.09%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 4 | Franklin Small Cap Value SMA Composite | 186.02K (4.09%) | -16.34K Decreased by -8.79% | Mar 31, 25 |
| 5 | Franklin US Small Cap Value Equity | 186.02K (4.09%) | -16.34K Decreased by -8.79% | Mar 31, 25 |
| 6 | Avantis US Small Cap Value ETF | 164.82K (3.63%) | 297.00 Increased by +0.18% | May 30, 26 |
| 7 | Davenport Small Cap Focus | 141.91K (3.12%) | -22.50K Decreased by -15.86% | Apr 30, 26 |
| 8 | iShares Core S&P Mid-Cap ETF | 141.65K (3.12%) | 0.00 Increased by 0.00% | Mar 28, 24 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 141.39K (3.11%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 10 | Vanguard US Total Market Shares ETF | 141.10K (3.10%) | 176.00 Increased by +0.12% | Sep 30, 24 |
| 11 | Vanguard Windsor Investor Shares | 134.39K (2.96%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | iShares Russell 2000 ETF | 122.81K (2.70%) | 1.14K Increased by +0.93% | May 29, 26 |
| 13 | Clarkston Partners Founders | 120.00K (2.64%) | 26.00K Increased by +21.67% | Mar 31, 25 |
| 14 | Neuberger Berman Genesis Inv | 100.37K (2.21%) | -3.49K Decreased by -3.48% | Jun 30, 24 |
| 15 | MFS Research A | 98.66K (2.17%) | -804.00 Decreased by -0.81% | Jun 30, 24 |
| 16 | MFS Research Equity | 98.66K (2.17%) | -1.69K Decreased by -1.71% | Jun 30, 24 |
| 17 | Brown Advisory Small-Cap Fdmtl Val Inv | 89.54K (1.97%) | -341.00 Decreased by -0.38% | Apr 30, 26 |
| 18 | Schwab Fundamental U.S. Small CompanyETF | 81.91K (1.80%) | -32.00 Decreased by -0.04% | May 30, 26 |
| 19 | Hartford MidCap Y | 78.14K (1.72%) | -1.48K Decreased by -1.90% | Dec 31, 23 |
| 20 | Artisan Mid Cap Value Investor | 72.41K (1.59%) | 11.47K Increased by +15.84% | Mar 31, 25 |