| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 879.03K (17.35%) | 4.63K Increased by +0.53% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 573.92K (11.33%) | 164.00 Increased by +0.03% | Dec 31, 24 |
| 3 | Burgundy Asset Management Ltd | 316.38K (6.24%) | 19.55K Increased by +6.18% | Dec 31, 24 |
| 4 | Franklin Resources Inc | 309.54K (6.11%) | 72.56K Increased by +23.44% | Dec 31, 24 |
| 5 | Rothschild & Co Wealth Management UK Ltd | 294.40K (5.81%) | 4.35K Increased by +1.48% | Dec 31, 24 |
| 6 | American Century Companies Inc | 271.73K (5.36%) | 20.34K Increased by +7.48% | Dec 31, 24 |
| 7 | Clarkston Capital Partners, LLC | 266.26K (5.25%) | -8.63K Decreased by -3.24% | Dec 31, 24 |
| 8 | Canada Pension Plan Investment Board | 205.91K (4.06%) | 300.00 Increased by +0.15% | Dec 31, 24 |
| 9 | State Street Corp | 203.22K (4.01%) | 7.75K Increased by +3.81% | Dec 31, 24 |
| 10 | Massachusetts Financial Services Company | 186.76K (3.69%) | -88.78K Decreased by -47.54% | Jun 30, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 166.76K (3.29%) | 10.21K Increased by +6.12% | Dec 31, 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 (2.93%) | 98.00 Increased by +0.07% | Mar 31, 24 |
| 14 | Artisan Partners Limited Partnership | 135.81K (2.68%) | 1.46K Increased by +1.07% | Dec 31, 24 |
| 15 | Novo A/S | 118.40K (2.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Geode Capital Management, LLC | 117.72K (2.32%) | -448.00 Decreased by -0.38% | Dec 31, 24 |
| 17 | Private Management Group Inc | 113.60K (2.24%) | -2.40K Decreased by -2.11% | Dec 31, 24 |
| 18 | Wellington Management Company LLP | 106.57K (2.10%) | -25.64K Decreased by -24.06% | Sep 30, 24 |
| 19 | Brown Advisory Holdings Inc | 88.97K (1.76%) | -6.33K Decreased by -7.11% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 86.78K (1.71%) | 7.05K Increased by +8.13% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 284.93K (5.62%) | 192.00 Increased by +0.07% | Mar 31, 25 |
| 2 | Clarkston Capital SMID Composite | 251.33K (4.96%) | -7.21K Decreased by -2.87% | Dec 31, 24 |
| 3 | Franklin Small Cap Value SMA Composite | 202.37K (3.99%) | 54.14K Increased by +26.76% | Dec 31, 24 |
| 4 | Franklin US Small Cap Value Equity | 202.37K (3.99%) | 54.14K Increased by +26.76% | Dec 31, 24 |
| 5 | Franklin Small Cap Value A | 186.02K (3.67%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | iShares Russell 2000 ETF | 148.55K (2.93%) | -1.26K Decreased by -0.85% | Mar 31, 25 |
| 7 | iShares Core S&P Mid-Cap ETF | 141.65K (2.80%) | 0.00 Increased by 0.00% | Mar 28, 24 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 140.11K (2.76%) | 132.00 Increased by +0.09% | Feb 28, 25 |
| 9 | American Century Small Cap Value Inv | 140.00K (2.76%) | -20.00K Decreased by -14.29% | Dec 31, 24 |
| 10 | American Century U.S. Small Cap Value | 140.00K (2.76%) | -20.00K Decreased by -14.29% | Dec 31, 24 |
| 11 | Vanguard Windsor Investor Shares | 134.39K (2.65%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Vanguard Small Cap Index | 114.73K (2.26%) | 84.00 Increased by +0.07% | Feb 28, 25 |
| 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 | Avantis US Small Cap Value ETF | 98.65K (1.95%) | 100.00 Increased by +0.10% | Mar 29, 25 |
| 17 | Clarkston Partners Founders | 94.00K (1.86%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Hartford MidCap Y | 78.14K (1.54%) | -1.48K Decreased by -1.90% | Dec 31, 23 |
| 19 | Vanguard Small Cap Value Index Inv | 75.69K (1.49%) | -172.00 Decreased by -0.23% | Feb 28, 25 |
| 20 | Brown Advisory Small-Cap Fdmtl Val Inv | 74.71K (1.47%) | 0.00 Increased by 0.00% | Feb 28, 25 |