| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.47M (11.33%) | -66.23K Decreased by -4.50% | Dec 31, 25 |
| 2 | BlackRock Inc | 1.29M (9.90%) | -51.83K Decreased by -4.03% | Dec 31, 25 |
| 3 | Durable Capital Partners LP | 550.20K (4.24%) | -20.02K Decreased by -3.64% | Jun 30, 24 |
| 4 | JPMorgan Chase & Co | 521.90K (4.02%) | -478.04K Decreased by -91.60% | Dec 31, 25 |
| 5 | State Street Corporation | 467.25K (3.60%) | 8.70K Increased by +1.86% | Mar 31, 24 |
| 6 | Kayne Anderson Rudnick Investment Management LLC | 464.65K (3.58%) | -81.97K Decreased by -17.64% | Dec 31, 25 |
| 7 | State Street Corp | 458.06K (3.53%) | -14.05K Decreased by -3.07% | Dec 31, 25 |
| 8 | Neuberger Berman Group LLC | 412.79K (3.18%) | -56.41K Decreased by -13.67% | Dec 31, 25 |
| 9 | Geode Capital Management, LLC | 358.11K (2.76%) | -8.44K Decreased by -2.36% | Dec 31, 25 |
| 10 | William Blair Investment Management, LLC | 344.81K (2.65%) | -40.32K Decreased by -11.69% | Dec 31, 25 |
| 11 | AQR Capital Management LLC | 325.58K (2.51%) | 153.47K Increased by +47.14% | Dec 31, 25 |
| 12 | TD Asset Management Inc | 324.55K (2.50%) | 22.71K Increased by +7.00% | Dec 31, 25 |
| 13 | TD Global Investment Solutions – TD Epoch | 322.41K (2.48%) | 15.13K Increased by +4.69% | Dec 31, 25 |
| 14 | Morgan Stanley - Brokerage Accounts | 258.83K (1.99%) | -90.43K Decreased by -34.94% | Dec 31, 25 |
| 15 | Fuller & Thaler Asset Management Inc | 254.18K (1.96%) | 126.45K Increased by +49.75% | Dec 31, 25 |
| 16 | Acadian Asset Management LLC | 252.33K (1.94%) | 210.33K Increased by +83.35% | Sep 30, 25 |
| 17 | Dimensional Fund Advisors, Inc. | 247.85K (1.91%) | 381.00 Increased by +0.15% | Mar 31, 26 |
| 18 | Impax Asset Management Group PLC | 244.24K (1.88%) | -8.94K Decreased by -3.66% | Dec 31, 25 |
| 19 | Vaughan Nelson Scarbrgh & Mccullough LP | 228.04K (1.76%) | 4.80K Increased by +2.11% | Sep 30, 23 |
| 20 | BTIM Corp | 205.20K (1.58%) | -16.04K Decreased by -7.82% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Global Balanced (AFRIS) | 2.11M (16.21%) | 2.11M Increased by +100.00% | Feb 29, 24 |
| 2 | AF Global Equity (AFRIS) | 602.14K (4.64%) | 602.14K Increased by +100.00% | Feb 29, 24 |
| 3 | Vanguard US Total Market Shares ETF | 479.05K (3.69%) | 352.00 Increased by +0.07% | Sep 30, 24 |
| 4 | iShares Core S&P Mid-Cap ETF | 478.45K (3.68%) | -240.00 Decreased by -0.05% | Apr 30, 26 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 451.28K (3.47%) | 4.00K Increased by +0.89% | Mar 31, 26 |
| 6 | Vanguard Small Cap Index | 327.05K (2.52%) | 5.34K Increased by +1.63% | Mar 31, 26 |
| 7 | Neuberger Berman Genesis Inv | 289.88K (2.23%) | -11.10K Decreased by -3.83% | Jun 30, 25 |
| 8 | Impax Water Strategy Composite | 235.42K (1.81%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 9 | JPM US Mid Cap Value-Composite | 194.40K (1.50%) | 31.51K Increased by +16.21% | Mar 31, 26 |
| 10 | JPMorgan Mid Cap Value L | 194.40K (1.50%) | -21.76K Decreased by -11.20% | Mar 31, 26 |
| 11 | First Trust SMID Cp Rising Div Achv ETF | 190.64K (1.47%) | 259.00 Increased by +0.14% | Apr 30, 26 |
| 12 | Vanguard Small Cap Growth Index Inv | 183.10K (1.41%) | 4.62K Increased by +2.52% | Mar 31, 26 |
| 13 | Van Berkom Sm-Cap Eq | 165.09K (1.27%) | -9.78K Decreased by -5.92% | Mar 31, 26 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 158.36K (1.22%) | 4.04K Increased by +2.55% | Mar 31, 26 |
| 15 | MFS Mid Cap Growth A | 155.25K (1.20%) | -440.00 Decreased by -0.28% | Nov 30, 24 |
| 16 | MFS Mid Cap Growth Equity | 153.75K (1.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Neuberger Genesis Inv | 142.70K (1.10%) | -97.40K Decreased by -68.25% | Mar 31, 26 |
| 18 | Alexander Forbes Bal Combined (AFRIS) | 142.21K (1.09%) | 142.21K Increased by +100.00% | Feb 29, 24 |
| 19 | TimesSquare CIT Mid Cap Growth A | 140.48K (1.08%) | 124.28K Increased by +88.47% | Dec 31, 23 |
| 20 | TD Global Capital Reinvestment - I | 133.67K (1.03%) | 0.00 Increased by 0.00% | Dec 31, 25 |