| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.61M (15.08%) | -190.00K Decreased by -2.88% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 5.06M (11.54%) | -57.82K Decreased by -1.14% | Mar 31, 25 |
| 3 | EdgePoint Investment Group, Inc. | 2.01M (4.59%) | 469.03K Increased by +23.31% | Mar 31, 25 |
| 4 | State Street Corp | 1.77M (4.05%) | -61.74K Decreased by -3.48% | Mar 31, 25 |
| 5 | State Street Corporation | 1.76M (4.02%) | -52.54K Decreased by -2.98% | Mar 31, 24 |
| 6 | Brown Advisory Holdings Inc | 1.67M (3.82%) | -225.62K Decreased by -13.50% | Mar 31, 25 |
| 7 | Hood River Capital Management LLC | 1.21M (2.77%) | -224.94K Decreased by -18.56% | Mar 31, 25 |
| 8 | Magnolia Group, LLC | 1.09M (2.50%) | 1.09M Increased by +100.00% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 1.04M (2.37%) | 27.39K Increased by +2.63% | Mar 31, 25 |
| 10 | DigitalBridge Group Inc | 975.08K (2.23%) | 67.16K Increased by +6.89% | Mar 31, 25 |
| 11 | MIG Capital, LLC | 963.03K (2.20%) | -193.47K Decreased by -20.09% | Mar 31, 25 |
| 12 | Capital World Investors | 955.29K (2.18%) | -26.34K Decreased by -2.76% | Mar 31, 25 |
| 13 | Morgan Stanley - Brokerage Accounts | 915.30K (2.09%) | 1.56K Increased by +0.17% | Mar 31, 25 |
| 14 | Harspring Capital Management LLC | 884.80K (2.02%) | -150.00K Decreased by -16.95% | Mar 31, 25 |
| 15 | FMR Inc | 835.47K (1.91%) | 27.00K Increased by +3.23% | Mar 31, 25 |
| 16 | Reaves W H & Co Inc | 808.06K (1.84%) | 109.54K Increased by +13.56% | Mar 31, 25 |
| 17 | Copeland Capital Management, LLC | 759.28K (1.73%) | -199.38K Decreased by -26.26% | Sep 30, 24 |
| 18 | Jennison Associates LLC | 749.25K (1.71%) | -79.41K Decreased by -10.60% | Mar 31, 24 |
| 19 | Ameriprise Financial Inc | 746.44K (1.70%) | -5.72K Decreased by -0.77% | Mar 31, 25 |
| 20 | Dimensional Fund Advisors, Inc. | 722.63K (1.65%) | -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 (5.78%) | 0.00 Increased by 0.00% | Jul 30, 25 |
| 2 | EdgePoint Global Growth & Inc Port Sr F | 1.70M (3.87%) | 245.43K Increased by +14.47% | Mar 31, 25 |
| 3 | EdgePoint Global Growth and Income | 1.70M (3.87%) | 1.70M Increased by +100.00% | Mar 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.42M (3.24%) | 8.05K Increased by +0.57% | Jun 30, 25 |
| 5 | Vanguard US Total Market Shares ETF | 1.39M (3.17%) | 1.60K Increased by +0.11% | Sep 30, 24 |
| 6 | Vanguard Small Cap Index | 1.08M (2.48%) | -27.45K Decreased by -2.53% | Jun 30, 25 |
| 7 | iShares Russell 2000 ETF | 1.08M (2.46%) | -17.38K Decreased by -1.62% | Jul 30, 25 |
| 8 | American Funds SMALLCAP World A | 955.29K (2.18%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Invesco High Yield Eq Div Achiev™ ETF | 820.77K (1.87%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Hood River Small-Cap Growth Instl | 696.17K (1.59%) | -45.74K Decreased by -6.57% | Mar 31, 25 |
| 11 | Thrivent Small Cap Stock A | 684.11K (1.56%) | 8.19K Increased by +1.20% | May 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 653.45K (1.49%) | -8.30K Decreased by -1.27% | Jun 30, 25 |
| 13 | Reaves Utility Income | 631.30K (1.44%) | 116.30K Increased by +18.42% | Mar 31, 25 |
| 14 | Reaves Utility Income Fund | 631.30K (1.44%) | 116.30K Increased by +18.42% | Mar 31, 25 |
| 15 | Vanguard Small Cap Growth Index Inv | 609.74K (1.39%) | -4.29K Decreased by -0.70% | Jun 30, 25 |
| 16 | Columbia Small Cap Growth | 548.61K (1.25%) | 25.71K Increased by +4.69% | Mar 31, 25 |
| 17 | Columbia Small Cap Growth Inst | 548.61K (1.25%) | 4.79K Increased by +0.87% | Mar 31, 25 |
| 18 | Hennessy Focus Investor | 492.49K (1.12%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Fidelity Small Cap Index | 447.56K (1.02%) | 1.19K Increased by +0.27% | May 31, 25 |
| 20 | Fidelity® Small Cap Index | 417.74K (0.95%) | 11.13K Increased by +2.66% | Oct 31, 23 |