| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Investment Management Ltd | 3.97M (12.02%) | -93.55K Decreased by -2.36% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 3.54M (10.71%) | -24.80K Decreased by -0.70% | Mar 31, 25 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 3.42M (10.34%) | 28.97K Increased by +0.85% | Mar 31, 25 |
| 4 | BlackRock Inc | 3.12M (9.44%) | -2.56K Decreased by -0.08% | Mar 31, 25 |
| 5 | Victory Capital Management Inc. | 1.55M (4.69%) | 153.52K Increased by +9.91% | Mar 31, 25 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.37M (4.14%) | 19.61K Increased by +1.43% | Mar 31, 25 |
| 7 | State Street Corp | 1.12M (3.40%) | 19.00K Increased by +1.69% | Mar 31, 25 |
| 8 | State Street Corporation | 1.04M (3.16%) | 24.18K Increased by +2.32% | Mar 31, 24 |
| 9 | Black Creek Investment Management Inc | 829.16K (2.51%) | 176.18K Increased by +21.25% | Mar 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 749.24K (2.27%) | 48.21K Increased by +6.43% | Mar 31, 25 |
| 11 | AllianceBernstein L.P. | 740.86K (2.24%) | 63.16K Increased by +8.53% | Dec 31, 24 |
| 12 | Geode Capital Management, LLC | 734.73K (2.22%) | 49.85K Increased by +6.78% | Mar 31, 25 |
| 13 | Neuberger Berman Group LLC | 647.92K (1.96%) | 5.90K Increased by +0.91% | Dec 31, 24 |
| 14 | Bank of New York Mellon Corp | 571.65K (1.73%) | -17.90K Decreased by -3.13% | Dec 31, 23 |
| 15 | T. Rowe Price Associates, Inc. | 535.11K (1.62%) | -146.85K Decreased by -27.44% | Mar 31, 25 |
| 16 | Pacer Advisors, INC. | 518.69K (1.57%) | 513.55K Increased by +99.01% | Dec 31, 24 |
| 17 | Stephens Inv Mgmt Group LLC | 474.29K (1.44%) | -744.00 Decreased by -0.16% | Dec 31, 24 |
| 18 | T. Rowe Price Investment Management,Inc. | 453.20K (1.37%) | -565.67K Decreased by -124.82% | Mar 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 441.76K (1.34%) | 2.95K Increased by +0.67% | Mar 31, 25 |
| 20 | Van Berkom and Associates Inc | 430.87K (1.30%) | 40.55K Increased by +9.41% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.15M (3.48%) | 18.82K Increased by +1.64% | Apr 30, 25 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.14M (3.46%) | -3.69K Decreased by -0.32% | Apr 30, 25 |
| 3 | Sycamore Mid Cap Value Comp | 1.13M (3.42%) | 1.10M Increased by +97.13% | Mar 31, 25 |
| 4 | Victory Sycamore Established Value R | 1.13M (3.42%) | 110.00K Increased by +9.73% | Mar 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 1.13M (3.42%) | 777.00 Increased by +0.07% | Sep 30, 24 |
| 6 | Vanguard Small Cap Index | 901.89K (2.73%) | 5.33K Increased by +0.59% | Apr 30, 25 |
| 7 | Mawer Global Equity A | 867.88K (2.63%) | -60.17K Decreased by -6.93% | Mar 31, 25 |
| 8 | Eaton Vance Atlanta Capital SMID-Cap I | 865.04K (2.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Manulife Global Equity Class F | 668.90K (2.02%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Virtus KAR Small-Cap Core I | 609.29K (1.84%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 11 | Vanguard Small Cap Value Index Inv | 582.99K (1.76%) | 1.84K Increased by +0.32% | Apr 30, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 546.48K (1.65%) | 2.39K Increased by +0.44% | Apr 30, 25 |
| 13 | Pacer US Cash Cows 100 ETF | 514.33K (1.56%) | 754.00 Increased by +0.15% | Feb 28, 25 |
| 14 | CI Global Leaders Fund D | 441.88K (1.34%) | 34.00K Increased by +7.69% | Dec 31, 24 |
| 15 | Mawer US Equity A | 416.17K (1.26%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Neuberger Berman Genesis Inv | 410.78K (1.24%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Manulife Global Balanced FT | 376.40K (1.14%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 18 | T. Rowe Price Integrated US SmCapGrEq | 362.16K (1.10%) | 176.68K Increased by +48.79% | Dec 31, 24 |
| 19 | Van Berkom Sm-Cap Eq | 337.15K (1.02%) | 337.15K Increased by +100.00% | Jun 30, 24 |
| 20 | Mawer Global Equity Pooled Fund | 320.33K (0.97%) | 0.00 Increased by 0.00% | Mar 31, 25 |