| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.48M (14.00%) | -126.12K Decreased by -1.95% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 5.09M (11.00%) | 35.07K Increased by +0.69% | Jun 30, 25 |
| 3 | Turtle Creek Asset Management Inc. | 2.79M (6.03%) | 2.63M Increased by +94.21% | Jun 30, 25 |
| 4 | EdgePoint Investment Group, Inc. | 2.28M (4.92%) | 267.14K Increased by +11.72% | Jun 30, 25 |
| 5 | State Street Corp | 1.79M (3.86%) | 13.51K Increased by +0.76% | Jun 30, 25 |
| 6 | State Street Corporation | 1.76M (3.81%) | -52.54K Decreased by -2.98% | Mar 31, 24 |
| 7 | Brown Advisory Holdings Inc | 1.45M (3.14%) | -217.37K Decreased by -14.95% | Jun 30, 25 |
| 8 | Morgan Stanley - Brokerage Accounts | 1.24M (2.69%) | 328.71K Increased by +26.42% | Jun 30, 25 |
| 9 | Hood River Capital Management LLC | 1.21M (2.62%) | -224.94K Decreased by -18.56% | Mar 31, 25 |
| 10 | Magnolia Group, LLC | 1.09M (2.36%) | 1.09M Increased by +100.00% | Jun 30, 25 |
| 11 | Geode Capital Management, LLC | 1.06M (2.29%) | 20.05K Increased by +1.89% | Jun 30, 25 |
| 12 | MIG Capital, LLC | 1.03M (2.22%) | 66.20K Increased by +6.43% | Jun 30, 25 |
| 13 | Amvescap Plc. | 1.00M (2.17%) | 458.70K Increased by +45.72% | Jun 30, 25 |
| 14 | Thrivent Financial For Lutherans | 991.35K (2.14%) | 300.30K Increased by +30.29% | Jun 30, 25 |
| 15 | DigitalBridge Group Inc | 975.08K (2.11%) | 67.16K Increased by +6.89% | Mar 31, 25 |
| 16 | Capital World Investors | 955.29K (2.06%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | FMR Inc | 894.85K (1.93%) | 59.38K Increased by +6.64% | Jun 30, 25 |
| 18 | Harspring Capital Management LLC | 854.80K (1.85%) | -30.00K Decreased by -3.51% | Jun 30, 25 |
| 19 | Reaves W H & Co Inc | 819.95K (1.77%) | 11.89K Increased by +1.45% | Jun 30, 25 |
| 20 | Copeland Capital Management, LLC | 759.28K (1.64%) | -199.38K Decreased by -26.26% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.52M (5.45%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | EdgePoint Global Growth & Inc Port Sr F | 1.92M (4.14%) | 220.41K Increased by +11.50% | Jun 30, 25 |
| 3 | EdgePoint Global Growth and Income | 1.92M (4.14%) | 220.41K Increased by +11.50% | Jun 30, 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 | 1.08M (2.33%) | 0.00 Increased by 0.00% | Aug 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 | 812.71K (1.76%) | -1.38K Decreased by -0.17% | Aug 29, 25 |
| 10 | Thrivent Small Cap Stock A | 703.14K (1.52%) | 19.03K Increased by +2.71% | Jun 30, 25 |
| 11 | Hood River Small-Cap Growth Instl | 696.17K (1.50%) | -45.74K Decreased by -6.57% | Mar 31, 25 |
| 12 | Reaves Utility Income | 642.30K (1.39%) | 11.00K Increased by +1.71% | Jun 30, 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 (1.32%) | -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 | 453.34K (0.98%) | 5.78K Increased by +1.27% | Jun 30, 25 |
| 20 | Fidelity® Small Cap Index | 417.74K (0.90%) | 11.13K Increased by +2.66% | Oct 31, 23 |