| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 752.97K (16.24%) | 11.93K Increased by +1.58% | Sep 30, 25 |
| 2 | Burgundy Asset Management Ltd | 472.07K (10.18%) | -2.66K Decreased by -0.56% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 429.84K (9.27%) | -50.64K Decreased by -11.78% | Dec 31, 25 |
| 4 | Clarkston Capital Partners, LLC | 357.19K (7.70%) | 90.93K Increased by +25.46% | Mar 31, 25 |
| 5 | Canada Pension Plan Investment Board | 323.30K (6.97%) | 117.39K Increased by +36.31% | Mar 31, 25 |
| 6 | Private Management Group Inc | 320.62K (6.92%) | 4.38K Increased by +1.36% | Dec 31, 25 |
| 7 | D. E. Shaw & Co LP | 297.65K (6.42%) | 42.74K Increased by +14.36% | Dec 31, 25 |
| 8 | Franklin Resources Inc | 295.37K (6.37%) | -14.17K Decreased by -4.80% | Mar 31, 25 |
| 9 | Rothschild & Co Wealth Management UK Ltd | 286.86K (6.19%) | -1.53K Decreased by -0.53% | Dec 31, 25 |
| 10 | The Goldman Sachs Group Inc | 282.38K (6.09%) | 72.98K Increased by +25.84% | Dec 31, 25 |
| 11 | Davenport & Company LLC | 244.72K (5.28%) | -9.31K Decreased by -3.80% | Mar 31, 26 |
| 12 | Morgan Stanley - Brokerage Accounts | 243.07K (5.24%) | 122.33K Increased by +50.33% | Sep 30, 25 |
| 13 | Dimensional Fund Advisors, Inc. | 218.85K (4.72%) | -16.38K Decreased by -7.48% | Dec 31, 25 |
| 14 | Millennium Management LLC | 194.90K (4.20%) | 78.65K Increased by +40.36% | Jun 30, 25 |
| 15 | State Street Corp | 194.00K (4.18%) | -1.42K Decreased by -0.73% | Sep 30, 25 |
| 16 | Massachusetts Financial Services Company | 186.76K (4.03%) | -88.78K Decreased by -47.54% | Jun 30, 24 |
| 17 | Graham Holdings Co | 182.44K (3.93%) | 182.44K Increased by +100.00% | Sep 30, 25 |
| 18 | Brown Advisory Holdings Inc | 173.34K (3.74%) | -24.90K Decreased by -14.37% | Dec 31, 25 |
| 19 | Quantinno Capital Management LP | 170.23K (3.67%) | 150.47K Increased by +88.39% | Dec 31, 25 |
| 20 | American Century Companies Inc | 158.88K (3.43%) | 14.59K Increased by +9.18% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 277.29K (5.98%) | 120.00 Increased by +0.04% | Mar 31, 26 |
| 2 | Clarkston Capital SMID Composite | 252.67K (5.45%) | 1.34K Increased by +0.53% | Mar 31, 25 |
| 3 | Franklin Small Cap Value A | 186.02K (4.01%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 4 | Franklin Small Cap Value SMA Composite | 186.02K (4.01%) | -16.34K Decreased by -8.79% | Mar 31, 25 |
| 5 | Franklin US Small Cap Value Equity | 186.02K (4.01%) | -16.34K Decreased by -8.79% | Mar 31, 25 |
| 6 | Davenport Small Cap Focus | 164.41K (3.55%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | Avantis US Small Cap Value ETF | 147.56K (3.18%) | 112.00 Increased by +0.08% | Mar 31, 26 |
| 8 | iShares Core S&P Mid-Cap ETF | 141.65K (3.06%) | 0.00 Increased by 0.00% | Mar 28, 24 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 141.39K (3.05%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 10 | Vanguard US Total Market Shares ETF | 141.10K (3.04%) | 176.00 Increased by +0.12% | Sep 30, 24 |
| 11 | Vanguard Windsor Investor Shares | 134.39K (2.90%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | iShares Russell 2000 ETF | 125.60K (2.71%) | -1.03K Decreased by -0.82% | Mar 31, 26 |
| 13 | Clarkston Partners Founders | 120.00K (2.59%) | 26.00K Increased by +21.67% | Mar 31, 25 |
| 14 | Neuberger Berman Genesis Inv | 100.37K (2.16%) | -3.49K Decreased by -3.48% | Jun 30, 24 |
| 15 | MFS Research A | 98.66K (2.13%) | -804.00 Decreased by -0.81% | Jun 30, 24 |
| 16 | MFS Research Equity | 98.66K (2.13%) | -1.69K Decreased by -1.71% | Jun 30, 24 |
| 17 | Schwab Fundamental U.S. Small CompanyETF | 93.86K (2.02%) | -64.00 Decreased by -0.07% | Mar 31, 26 |
| 18 | Brown Advisory Small-Cap Fdmtl Val Inv | 89.88K (1.94%) | -1.28K Decreased by -1.42% | Mar 31, 26 |
| 19 | Hartford MidCap Y | 78.14K (1.69%) | -1.48K Decreased by -1.90% | Dec 31, 23 |
| 20 | Artisan Mid Cap Value Investor | 72.41K (1.56%) | 11.47K Increased by +15.84% | Mar 31, 25 |