| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 817.03K (16.08%) | -61.99K Decreased by -7.59% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 521.21K (10.26%) | -18.33K Decreased by -3.52% | Jun 30, 25 |
| 3 | Burgundy Asset Management Ltd | 474.73K (9.34%) | 72.33K Increased by +15.24% | Jun 30, 25 |
| 4 | Clarkston Capital Partners, LLC | 357.19K (7.03%) | 90.93K Increased by +25.46% | Mar 31, 25 |
| 5 | Canada Pension Plan Investment Board | 323.30K (6.36%) | 117.39K Increased by +36.31% | Mar 31, 25 |
| 6 | Franklin Resources Inc | 295.37K (5.81%) | -14.17K Decreased by -4.80% | Mar 31, 25 |
| 7 | Rothschild & Co Wealth Management UK Ltd | 289.87K (5.71%) | -2.33K Decreased by -0.80% | Jun 30, 25 |
| 8 | Dimensional Fund Advisors, Inc. | 252.17K (4.96%) | 26.43K Increased by +10.48% | Jun 30, 25 |
| 9 | Davenport & Company LLC | 242.96K (4.78%) | 173.38K Increased by +71.36% | Jun 30, 25 |
| 10 | American Century Companies Inc | 237.11K (4.67%) | -90.09K Decreased by -38.00% | Jun 30, 25 |
| 11 | State Street Corp | 196.24K (3.86%) | -6.98K Decreased by -3.56% | Mar 31, 25 |
| 12 | Massachusetts Financial Services Company | 186.76K (3.68%) | -88.78K Decreased by -47.54% | Jun 30, 24 |
| 13 | Neuberger Berman Group LLC | 152.88K (3.01%) | -25.87K Decreased by -16.92% | Jun 30, 24 |
| 14 | Private Management Group Inc | 152.57K (3.00%) | 38.97K Increased by +25.54% | Mar 31, 25 |
| 15 | State Street Corporation | 148.68K (2.93%) | 98.00 Increased by +0.07% | Mar 31, 24 |
| 16 | Goldman Sachs Group Inc | 143.81K (2.83%) | 67.30K Increased by +46.80% | Jun 30, 25 |
| 17 | Brown Advisory Holdings Inc | 131.58K (2.59%) | 42.61K Increased by +32.38% | Mar 31, 25 |
| 18 | D. E. Shaw & Co LP | 125.63K (2.47%) | 125.63K Increased by +100.00% | Jun 30, 25 |
| 19 | Geode Capital Management, LLC | 124.02K (2.44%) | 6.30K Increased by +5.08% | Mar 31, 25 |
| 20 | Novo A/S | 118.40K (2.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 275.51K (5.42%) | 48.00 Increased by +0.02% | Jul 31, 25 |
| 2 | Clarkston Capital SMID Composite | 252.67K (4.97%) | 1.34K Increased by +0.53% | Mar 31, 25 |
| 3 | Franklin Small Cap Value A | 186.02K (3.66%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 4 | Franklin Small Cap Value SMA Composite | 186.02K (3.66%) | -16.34K Decreased by -8.79% | Mar 31, 25 |
| 5 | Franklin US Small Cap Value Equity | 186.02K (3.66%) | -16.34K Decreased by -8.79% | Mar 31, 25 |
| 6 | Davenport Small Cap Focus | 150.54K (2.96%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 143.12K (2.82%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | iShares Core S&P Mid-Cap ETF | 141.65K (2.79%) | 0.00 Increased by 0.00% | Mar 28, 24 |
| 9 | Vanguard US Total Market Shares ETF | 141.10K (2.78%) | 176.00 Increased by +0.12% | Sep 30, 24 |
| 10 | Vanguard Windsor Investor Shares | 134.39K (2.65%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | iShares Russell 2000 ETF | 120.85K (2.38%) | -2.31K Decreased by -1.91% | Jul 31, 25 |
| 12 | Clarkston Partners Founders | 120.00K (2.36%) | 26.00K Increased by +21.67% | Mar 31, 25 |
| 13 | Avantis US Small Cap Value ETF | 110.77K (2.18%) | 112.00 Increased by +0.10% | Jul 31, 25 |
| 14 | Vanguard Small Cap Index | 109.96K (2.16%) | -3.12K Decreased by -2.84% | Jun 30, 25 |
| 15 | Neuberger Berman Genesis Inv | 100.37K (1.98%) | -3.49K Decreased by -3.48% | Jun 30, 24 |
| 16 | MFS Research A | 98.66K (1.94%) | -804.00 Decreased by -0.81% | Jun 30, 24 |
| 17 | MFS Research Equity | 98.66K (1.94%) | -1.69K Decreased by -1.71% | Jun 30, 24 |
| 18 | Hartford MidCap Y | 78.14K (1.54%) | -1.48K Decreased by -1.90% | Dec 31, 23 |
| 19 | Artisan Mid Cap Value Investor | 72.41K (1.43%) | 11.47K Increased by +15.84% | Mar 31, 25 |
| 20 | Artisan U.S. Mid-Cap Value | 72.41K (1.43%) | 11.47K Increased by +15.84% | Mar 31, 25 |