| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 817.03K (16.06%) | -61.99K Decreased by -7.59% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 539.54K (10.61%) | -34.38K Decreased by -6.37% | Mar 31, 25 |
| 3 | Burgundy Asset Management Ltd | 402.40K (7.91%) | 86.02K Increased by +21.38% | Mar 31, 25 |
| 4 | Clarkston Capital Partners, LLC | 357.19K (7.02%) | 90.93K Increased by +25.46% | Mar 31, 25 |
| 5 | American Century Companies Inc | 327.20K (6.43%) | 55.47K Increased by +16.95% | Mar 31, 25 |
| 6 | Canada Pension Plan Investment Board | 323.30K (6.35%) | 117.39K Increased by +36.31% | Mar 31, 25 |
| 7 | Franklin Resources Inc | 295.37K (5.81%) | -14.17K Decreased by -4.80% | Mar 31, 25 |
| 8 | Rothschild & Co Wealth Management UK Ltd | 292.20K (5.74%) | -2.20K Decreased by -0.75% | Mar 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 225.75K (4.44%) | 58.99K Increased by +26.13% | Mar 31, 25 |
| 10 | State Street Corp | 196.24K (3.86%) | -6.98K Decreased by -3.56% | Mar 31, 25 |
| 11 | Massachusetts Financial Services Company | 186.76K (3.67%) | -88.78K Decreased by -47.54% | Jun 30, 24 |
| 12 | Artisan Partners Limited Partnership | 160.72K (3.16%) | 24.90K Increased by +15.49% | Mar 31, 25 |
| 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 (2.92%) | 98.00 Increased by +0.07% | Mar 31, 24 |
| 16 | Brown Advisory Holdings Inc | 131.58K (2.59%) | 42.61K Increased by +32.38% | Mar 31, 25 |
| 17 | Geode Capital Management, LLC | 124.02K (2.44%) | 6.30K Increased by +5.08% | Mar 31, 25 |
| 18 | Novo A/S | 118.40K (2.33%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Wellington Management Company LLP | 106.57K (2.09%) | -25.64K Decreased by -24.06% | Sep 30, 24 |
| 20 | Charles Schwab Investment Management Inc | 94.41K (1.86%) | 7.63K Increased by +8.09% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 279.31K (5.49%) | -276.00 Decreased by -0.10% | Apr 30, 25 |
| 2 | Clarkston Capital SMID Composite | 252.67K (4.97%) | 1.34K Increased by +0.53% | Mar 31, 25 |
| 3 | Franklin Small Cap Value SMA Composite | 202.37K (3.98%) | 54.14K Increased by +26.76% | Dec 31, 24 |
| 4 | Franklin US Small Cap Value Equity | 202.37K (3.98%) | 54.14K Increased by +26.76% | Dec 31, 24 |
| 5 | Franklin Small Cap Value A | 186.02K (3.66%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | American Century Small Cap Value Inv | 155.00K (3.05%) | 15.00K Increased by +9.68% | Mar 31, 25 |
| 7 | American Century U.S. Small Cap Value | 155.00K (3.05%) | 15.00K Increased by +9.68% | Mar 31, 25 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 143.12K (2.81%) | 2.60K Increased by +1.82% | Apr 30, 25 |
| 9 | iShares Core S&P Mid-Cap ETF | 141.65K (2.78%) | 0.00 Increased by 0.00% | Mar 28, 24 |
| 10 | Vanguard US Total Market Shares ETF | 141.10K (2.77%) | 176.00 Increased by +0.12% | Sep 30, 24 |
| 11 | iShares Russell 2000 ETF | 138.72K (2.73%) | 23.00 Increased by +0.02% | Apr 30, 25 |
| 12 | Vanguard Windsor Investor Shares | 134.39K (2.64%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Clarkston Partners Founders | 120.00K (2.36%) | 26.00K Increased by +21.67% | Mar 31, 25 |
| 14 | Vanguard Small Cap Index | 112.70K (2.22%) | 653.00 Increased by +0.58% | Apr 30, 25 |
| 15 | Avantis US Small Cap Value ETF | 101.26K (1.99%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 16 | Neuberger Berman Genesis Inv | 100.37K (1.97%) | -3.49K Decreased by -3.48% | Jun 30, 24 |
| 17 | MFS Research A | 98.66K (1.94%) | -804.00 Decreased by -0.81% | Jun 30, 24 |
| 18 | MFS Research Equity | 98.66K (1.94%) | -1.69K Decreased by -1.71% | Jun 30, 24 |
| 19 | Hartford MidCap Y | 78.14K (1.54%) | -1.48K Decreased by -1.90% | Dec 31, 23 |
| 20 | Vanguard Small Cap Value Index Inv | 72.97K (1.43%) | 232.00 Increased by +0.32% | Apr 30, 25 |