| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Investment Management Ltd | 3.92M (11.28%) | 123.18K Increased by +3.15% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 3.54M (10.20%) | 9.64K Increased by +0.27% | Sep 30, 24 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 3.45M (9.93%) | 46.68K Increased by +1.35% | Sep 30, 24 |
| 4 | BlackRock Inc | 3.40M (9.78%) | 312.75K Increased by +9.21% | Sep 30, 24 |
| 5 | Victory Capital Management Inc. | 1.93M (5.55%) | -132.14K Decreased by -6.85% | Sep 30, 24 |
| 6 | T. Rowe Price Associates, Inc. | 1.51M (4.36%) | 132.66K Increased by +8.77% | Sep 30, 24 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.23M (3.54%) | -1.25M Decreased by -101.38% | Sep 30, 24 |
| 8 | State Street Corp | 1.06M (3.06%) | 28.11K Increased by +2.65% | Sep 30, 24 |
| 9 | State Street Corporation | 1.04M (3.00%) | 24.18K Increased by +2.32% | Mar 31, 24 |
| 10 | Greenvale Capital LLP | 720.00K (2.07%) | 445.00K Increased by +61.81% | Jun 30, 24 |
| 11 | Geode Capital Management, LLC | 685.76K (1.97%) | 16.17K Increased by +2.36% | Sep 30, 24 |
| 12 | AllianceBernstein L.P. | 677.70K (1.95%) | 5.06K Increased by +0.75% | Sep 30, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 677.25K (1.95%) | -14.79K Decreased by -2.18% | Sep 30, 24 |
| 14 | Neuberger Berman Group LLC | 642.02K (1.85%) | -3.09K Decreased by -0.48% | Sep 30, 24 |
| 15 | Bank of New York Mellon Corp | 571.65K (1.65%) | -17.90K Decreased by -3.13% | Dec 31, 23 |
| 16 | Black Creek Investment Management Inc | 546.94K (1.57%) | 75.11K Increased by +13.73% | Sep 30, 23 |
| 17 | T. Rowe Price Investment Management,Inc. | 546.62K (1.57%) | 114.06K Increased by +20.87% | Sep 30, 24 |
| 18 | Stephens Inv Mgmt Group LLC | 475.04K (1.37%) | 34.14K Increased by +7.19% | Sep 30, 24 |
| 19 | Charles Schwab Investment Management Inc | 430.78K (1.24%) | 7.80K Increased by +1.81% | Sep 30, 24 |
| 20 | Goldman Sachs Group Inc | 399.02K (1.15%) | -10.27K Decreased by -2.57% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Victory Sycamore Established Value R | 1.40M (4.03%) | -45.00K Decreased by -3.21% | Sep 30, 24 |
| 2 | Mawer Global Equity A | 1.30M (3.75%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.15M (3.31%) | 3.84K Increased by +0.33% | Dec 31, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.12M (3.23%) | -3.59K Decreased by -0.32% | Nov 30, 24 |
| 5 | Vanguard Small Cap Index | 905.76K (2.61%) | 5.25K Increased by +0.58% | Nov 30, 24 |
| 6 | Eaton Vance Atlanta Capital SMID-Cap I | 879.24K (2.53%) | 97.24K Increased by +11.06% | Oct 31, 24 |
| 7 | T. Rowe Price US All-Cap Opp Eq Comp | 866.38K (2.49%) | 97.30K Increased by +11.23% | Sep 30, 24 |
| 8 | T. Rowe Price US All-Cap Opp Eq SMA | 866.38K (2.49%) | 97.30K Increased by +11.23% | Sep 30, 24 |
| 9 | Manulife Global Equity Class F | 689.29K (1.98%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Vanguard Small Cap Value Index Inv | 612.30K (1.76%) | 3.98K Increased by +0.65% | Nov 30, 24 |
| 11 | Virtus KAR Small-Cap Core I | 609.29K (1.75%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 527.73K (1.52%) | 2.05K Increased by +0.39% | Nov 30, 24 |
| 13 | Pacer US Cash Cows 100 ETF | 513.56K (1.48%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | T. Rowe Price All-Cap Opportunities Fund | 457.95K (1.32%) | -408.43K Decreased by -89.18% | Oct 31, 24 |
| 15 | Neuberger Berman Genesis Inv | 410.78K (1.18%) | -1.95K Decreased by -0.48% | Sep 30, 24 |
| 16 | Mawer US Equity A | 399.67K (1.15%) | 92.00K Increased by +23.02% | Oct 31, 24 |
| 17 | Manulife Global Balanced FT | 390.40K (1.12%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 18 | Van Berkom Sm-Cap Eq | 337.15K (0.97%) | 337.15K Increased by +100.00% | Jun 30, 24 |
| 19 | American Funds SMALLCAP World A | 303.15K (0.87%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | SPDR® S&P MIDCAP 400 ETF Trust | 286.07K (0.82%) | 8.56K Increased by +2.99% | Nov 30, 24 |