| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.60M (11.22%) | -38.00K Decreased by -2.37% | Jun 30, 25 |
| 2 | BlackRock Inc | 1.34M (9.37%) | -42.66K Decreased by -3.19% | Jun 30, 25 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 589.84K (4.13%) | -7.34K Decreased by -1.24% | Jun 30, 25 |
| 4 | Durable Capital Partners LP | 550.20K (3.85%) | -20.02K Decreased by -3.64% | Jun 30, 24 |
| 5 | Neuberger Berman Group LLC | 484.90K (3.39%) | -36.31K Decreased by -7.49% | Jun 30, 25 |
| 6 | State Street Corp | 477.01K (3.34%) | -8.09K Decreased by -1.70% | Jun 30, 25 |
| 7 | State Street Corporation | 467.25K (3.27%) | 8.70K Increased by +1.86% | Mar 31, 24 |
| 8 | Geode Capital Management, LLC | 355.81K (2.49%) | -175.00 Decreased by -0.05% | Jun 30, 25 |
| 9 | Morgan Stanley - Brokerage Accounts | 346.01K (2.42%) | 32.32K Increased by +9.34% | Jun 30, 25 |
| 10 | William Blair Investment Management, LLC | 339.09K (2.37%) | -102.46K Decreased by -30.22% | Jun 30, 25 |
| 11 | Impax Asset Management Group PLC | 267.59K (1.87%) | -33.99K Decreased by -12.70% | Jun 30, 25 |
| 12 | BTIM Corp | 247.43K (1.73%) | 1.08K Increased by +0.44% | Jun 30, 25 |
| 13 | TD Asset Management Inc | 245.28K (1.72%) | -19.59K Decreased by -7.98% | Jun 30, 25 |
| 14 | TD Global Investment Solutions – TD Epoch | 237.40K (1.66%) | -13.31K Decreased by -5.61% | Jun 30, 25 |
| 15 | Vaughan Nelson Scarbrgh & Mccullough LP | 228.04K (1.60%) | 4.80K Increased by +2.11% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 227.37K (1.59%) | 8.70K Increased by +3.82% | Jun 30, 25 |
| 17 | JPMorgan Chase & Co | 224.54K (1.57%) | -21.57K Decreased by -9.61% | Jun 30, 25 |
| 18 | Northern Trust Corp | 201.71K (1.41%) | -13.82K Decreased by -6.85% | Jun 30, 25 |
| 19 | AQR Capital Management LLC | 201.04K (1.41%) | 123.98K Increased by +61.67% | Jun 30, 25 |
| 20 | Massachusetts Financial Services Company | 200.69K (1.40%) | -41.00 Decreased by -0.02% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Global Balanced (AFRIS) | 2.11M (14.74%) | 2.11M Increased by +100.00% | Feb 29, 24 |
| 2 | AF Global Equity (AFRIS) | 602.14K (4.22%) | 602.14K Increased by +100.00% | Feb 29, 24 |
| 3 | Vanguard US Total Market Shares ETF | 479.05K (3.35%) | 352.00 Increased by +0.07% | Sep 30, 24 |
| 4 | iShares Core S&P Mid-Cap ETF | 476.18K (3.33%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 459.42K (3.22%) | -9.70K Decreased by -2.11% | Jul 31, 25 |
| 6 | Vanguard Small Cap Index | 355.33K (2.49%) | -2.17K Decreased by -0.61% | Jul 31, 25 |
| 7 | Neuberger Berman Genesis Inv | 289.88K (2.03%) | -11.10K Decreased by -3.83% | Jun 30, 25 |
| 8 | Impax Water Strategy Composite | 261.32K (1.83%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | Vanguard Small Cap Growth Index Inv | 199.85K (1.40%) | -593.00 Decreased by -0.30% | Jul 31, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 157.13K (1.10%) | -68.25K Decreased by -43.44% | Jul 31, 25 |
| 11 | MFS Mid Cap Growth A | 155.25K (1.09%) | -440.00 Decreased by -0.28% | Nov 30, 24 |
| 12 | MFS Mid Cap Growth Equity | 153.75K (1.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | FullerThaler Behavioral Sm-Cp Eq R6 | 149.92K (1.05%) | 25.73K Increased by +17.16% | Jun 30, 25 |
| 14 | FullerThaler Behavioral Small-Cap Equity | 149.92K (1.05%) | 25.73K Increased by +17.16% | Jun 30, 25 |
| 15 | Alexander Forbes Bal Combined (AFRIS) | 142.21K (1.00%) | 142.21K Increased by +100.00% | Feb 29, 24 |
| 16 | TimesSquare CIT Mid Cap Growth A | 140.48K (0.98%) | 124.28K Increased by +88.47% | Dec 31, 23 |
| 17 | BNP Paribas Aqua I | 133.72K (0.94%) | -61.00 Decreased by -0.05% | Jul 31, 25 |
| 18 | BNP Paribas Aqua C C | 127.66K (0.89%) | 87.00 Increased by +0.07% | Jul 31, 25 |
| 19 | Van Berkom Sm-Cap Eq | 127.06K (0.89%) | -121.09K Decreased by -95.30% | Jun 30, 24 |
| 20 | First Trust SMID Cp Rising Div Achv ETF | 120.50K (0.84%) | 130.00 Increased by +0.11% | Aug 28, 25 |