| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 874.39K (17.28%) | 20.75K Increased by +2.37% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 573.76K (11.34%) | 11.99K Increased by +2.09% | Sep 30, 24 |
| 3 | Burgundy Asset Management Ltd | 296.84K (5.87%) | 6.18K Increased by +2.08% | Sep 30, 24 |
| 4 | Rothschild & Co Wealth Management UK Ltd | 290.05K (5.73%) | -1.16K Decreased by -0.40% | Sep 30, 24 |
| 5 | Clarkston Capital Partners, LLC | 274.89K (5.43%) | -68.00 Decreased by -0.02% | Sep 30, 24 |
| 6 | American Century Companies Inc | 251.39K (4.97%) | -4.11K Decreased by -1.64% | Sep 30, 24 |
| 7 | Franklin Resources Inc | 236.98K (4.68%) | 144.17K Increased by +60.84% | Sep 30, 24 |
| 8 | Canada Pension Plan Investment Board | 205.61K (4.06%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | State Street Corp | 195.47K (3.86%) | -279.00 Decreased by -0.14% | Sep 30, 24 |
| 10 | Massachusetts Financial Services Company | 186.76K (3.69%) | -88.78K Decreased by -47.54% | Jun 30, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 156.54K (3.09%) | 21.55K Increased by +13.76% | Sep 30, 24 |
| 12 | Neuberger Berman Group LLC | 152.88K (3.02%) | -25.87K Decreased by -16.92% | Jun 30, 24 |
| 13 | State Street Corporation | 148.68K (2.94%) | 98.00 Increased by +0.07% | Mar 31, 24 |
| 14 | Artisan Partners Limited Partnership | 134.36K (2.66%) | 7.49K Increased by +5.57% | Sep 30, 24 |
| 15 | Novo A/S | 118.40K (2.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Geode Capital Management, LLC | 118.17K (2.34%) | 1.84K Increased by +1.56% | Sep 30, 24 |
| 17 | Private Management Group Inc | 116.00K (2.29%) | 2.36K Increased by +2.03% | Sep 30, 24 |
| 18 | Wellington Management Company LLP | 106.57K (2.11%) | -25.64K Decreased by -24.06% | Sep 30, 24 |
| 19 | Brown Advisory Holdings Inc | 95.30K (1.88%) | 510.00 Increased by +0.54% | Sep 30, 24 |
| 20 | London Company of Virginia | 81.16K (1.60%) | 8.13K Increased by +10.02% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 295.95K (5.85%) | 144.00 Increased by +0.05% | Dec 31, 24 |
| 2 | Clarkston Capital SMID Composite | 258.54K (5.11%) | 235.00 Increased by +0.09% | Sep 30, 24 |
| 3 | Franklin Small Cap Value A | 190.79K (3.77%) | -39.46K Decreased by -20.68% | Dec 31, 24 |
| 4 | iShares Russell 2000 ETF | 152.25K (3.01%) | -575.00 Decreased by -0.38% | Dec 31, 24 |
| 5 | Franklin Small Cap Value SMA Composite | 148.22K (2.93%) | 148.22K Increased by +100.00% | Sep 30, 24 |
| 6 | Franklin US Small Cap Value Equity | 148.22K (2.93%) | 87.32K Increased by +58.91% | Sep 30, 24 |
| 7 | iShares Core S&P Mid-Cap ETF | 141.65K (2.80%) | 0.00 Increased by 0.00% | Mar 28, 24 |
| 8 | American Century Small Cap Value Inv | 140.00K (2.77%) | -20.00K Decreased by -14.29% | Dec 31, 24 |
| 9 | American Century U.S. Small Cap Value | 140.00K (2.77%) | -20.00K Decreased by -14.29% | Dec 31, 24 |
| 10 | Vanguard Total Stock Mkt Idx Inv | 139.55K (2.76%) | 212.00 Increased by +0.15% | Dec 31, 24 |
| 11 | Vanguard Windsor Investor Shares | 134.39K (2.66%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Vanguard Small Cap Index | 114.46K (2.26%) | 964.00 Increased by +0.84% | Dec 31, 24 |
| 13 | Neuberger Berman Genesis Inv | 100.37K (1.98%) | -3.49K Decreased by -3.48% | Jun 30, 24 |
| 14 | MFS Research A | 98.66K (1.95%) | -804.00 Decreased by -0.81% | Jun 30, 24 |
| 15 | MFS Research Equity | 98.66K (1.95%) | -1.69K Decreased by -1.71% | Jun 30, 24 |
| 16 | Clarkston Partners Founders | 94.00K (1.86%) | -5.00K Decreased by -5.32% | Sep 30, 24 |
| 17 | Hartford MidCap Y | 78.14K (1.54%) | -1.48K Decreased by -1.90% | Dec 31, 23 |
| 18 | Vanguard Small Cap Value Index Inv | 76.00K (1.50%) | -611.00 Decreased by -0.80% | Dec 31, 24 |
| 19 | Nomura US High Yield Bond Index MF | 70.00K (1.38%) | 20.00K Increased by +28.57% | Apr 22, 24 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 69.72K (1.38%) | -682.00 Decreased by -0.98% | Dec 31, 24 |