| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.61M (14.26%) | -190.00K Decreased by -2.88% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 5.09M (10.99%) | 35.07K Increased by +0.69% | Jun 30, 25 |
| 3 | EdgePoint Investment Group, Inc. | 2.01M (4.34%) | 469.03K Increased by +23.31% | Mar 31, 25 |
| 4 | State Street Corp | 1.77M (3.83%) | -61.74K Decreased by -3.48% | Mar 31, 25 |
| 5 | State Street Corporation | 1.76M (3.80%) | -52.54K Decreased by -2.98% | Mar 31, 24 |
| 6 | Brown Advisory Holdings Inc | 1.67M (3.61%) | -225.62K Decreased by -13.50% | Mar 31, 25 |
| 7 | Hood River Capital Management LLC | 1.21M (2.62%) | -224.94K Decreased by -18.56% | Mar 31, 25 |
| 8 | Magnolia Group, LLC | 1.09M (2.36%) | 1.09M Increased by +100.00% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 1.04M (2.25%) | 27.39K Increased by +2.63% | Mar 31, 25 |
| 10 | MIG Capital, LLC | 1.03M (2.22%) | 66.20K Increased by +6.43% | Jun 30, 25 |
| 11 | DigitalBridge Group Inc | 975.08K (2.11%) | 67.16K Increased by +6.89% | Mar 31, 25 |
| 12 | Capital World Investors | 955.29K (2.06%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 915.30K (1.98%) | 1.56K Increased by +0.17% | Mar 31, 25 |
| 14 | Harspring Capital Management LLC | 854.80K (1.85%) | -30.00K Decreased by -3.51% | Jun 30, 25 |
| 15 | FMR Inc | 835.47K (1.80%) | 27.00K Increased by +3.23% | Mar 31, 25 |
| 16 | Reaves W H & Co Inc | 819.95K (1.77%) | 11.89K Increased by +1.45% | Jun 30, 25 |
| 17 | Copeland Capital Management, LLC | 759.28K (1.64%) | -199.38K Decreased by -26.26% | Sep 30, 24 |
| 18 | Jennison Associates LLC | 749.25K (1.62%) | -79.41K Decreased by -10.60% | Mar 31, 24 |
| 19 | Ameriprise Financial Inc | 746.44K (1.61%) | -5.72K Decreased by -0.77% | Mar 31, 25 |
| 20 | Dimensional Fund Advisors, Inc. | 722.63K (1.56%) | -292.50K Decreased by -40.48% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.53M (5.47%) | 386.00 Increased by +0.02% | Jul 31, 25 |
| 2 | EdgePoint Global Growth & Inc Port Sr F | 1.70M (3.66%) | 245.43K Increased by +14.47% | Mar 31, 25 |
| 3 | EdgePoint Global Growth and Income | 1.70M (3.66%) | 1.70M Increased by +100.00% | Mar 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.39M (3.00%) | -29.23K Decreased by -2.10% | Jul 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 1.39M (3.00%) | 1.60K Increased by +0.11% | Sep 30, 24 |
| 6 | Vanguard Small Cap Index | 1.08M (2.33%) | -4.20K Decreased by -0.39% | Jul 31, 25 |
| 7 | iShares Russell 2000 ETF | 1.06M (2.28%) | -20.05K Decreased by -1.90% | Jul 31, 25 |
| 8 | American Funds SMALLCAP World A | 955.29K (2.06%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Invesco High Yield Eq Div Achiev™ ETF | 820.16K (1.77%) | -612.00 Decreased by -0.07% | Jul 31, 25 |
| 10 | Hood River Small-Cap Growth Instl | 696.17K (1.50%) | -45.74K Decreased by -6.57% | Mar 31, 25 |
| 11 | Thrivent Small Cap Stock A | 684.11K (1.48%) | 8.19K Increased by +1.20% | May 31, 25 |
| 12 | Reaves Utility Income | 631.30K (1.36%) | 116.30K Increased by +18.42% | Mar 31, 25 |
| 13 | Reaves Utility Income Fund | 631.30K (1.36%) | 116.30K Increased by +18.42% | Mar 31, 25 |
| 14 | Vanguard Small Cap Growth Index Inv | 608.84K (1.31%) | -896.00 Decreased by -0.15% | Jul 31, 25 |
| 15 | Columbia Small Cap Growth | 548.61K (1.18%) | 25.71K Increased by +4.69% | Mar 31, 25 |
| 16 | Columbia Small Cap Growth Inst | 548.61K (1.18%) | 4.79K Increased by +0.87% | Mar 31, 25 |
| 17 | Hennessy Focus Investor | 492.49K (1.06%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 455.15K (0.98%) | -198.29K Decreased by -43.57% | Jul 31, 25 |
| 19 | Fidelity Small Cap Index | 447.56K (0.97%) | 1.19K Increased by +0.27% | May 31, 25 |
| 20 | Fidelity® Small Cap Index | 417.74K (0.90%) | 11.13K Increased by +2.66% | Oct 31, 23 |