| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment Management LLC | 3.28M (11.19%) | -69.17K Decreased by -2.11% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.99M (10.20%) | -183.26K Decreased by -6.13% | Dec 31, 25 |
| 3 | BlackRock Inc | 2.84M (9.70%) | -164.14K Decreased by -5.77% | Sep 30, 25 |
| 4 | Mawer Investment Management Ltd | 2.31M (7.86%) | -1.04M Decreased by -45.10% | Dec 31, 25 |
| 5 | Morgan Stanley - Brokerage Accounts | 1.36M (4.64%) | -9.52K Decreased by -0.70% | Sep 30, 25 |
| 6 | FMR Inc | 1.31M (4.47%) | 519.11K Increased by +39.58% | Dec 31, 25 |
| 7 | Victory Capital Management Inc. | 1.13M (3.85%) | -347.78K Decreased by -30.77% | Sep 30, 25 |
| 8 | State Street Corp | 1.08M (3.69%) | -38.56K Decreased by -3.57% | Sep 30, 25 |
| 9 | Black Creek Investment Management Inc | 1.07M (3.66%) | 402.01K Increased by +37.49% | Dec 31, 25 |
| 10 | State Street Corporation | 1.04M (3.55%) | 24.18K Increased by +2.32% | Mar 31, 24 |
| 11 | Dimensional Fund Advisors, Inc. | 861.69K (2.94%) | 106.27K Increased by +12.33% | Dec 31, 25 |
| 12 | AllianceBernstein L.P. | 785.66K (2.68%) | 96.72K Increased by +12.31% | Sep 30, 25 |
| 13 | Citadel Advisors Llc | 782.39K (2.67%) | 663.01K Increased by +84.74% | Jun 30, 25 |
| 14 | Neuberger Berman Group LLC | 647.92K (2.21%) | 5.90K Increased by +0.91% | Dec 31, 24 |
| 15 | Geode Capital Management, LLC | 610.34K (2.08%) | -107.21K Decreased by -17.57% | Sep 30, 25 |
| 16 | Bank of New York Mellon Corp | 571.65K (1.95%) | -17.90K Decreased by -3.13% | Dec 31, 23 |
| 17 | Pacer Advisors, INC. | 518.69K (1.77%) | 513.55K Increased by +99.01% | Dec 31, 24 |
| 18 | T. Rowe Price Associates, Inc. | 511.74K (1.74%) | 281.63K Increased by +55.03% | Sep 30, 25 |
| 19 | Van Berkom and Associates Inc | 478.13K (1.63%) | 40.67K Increased by +8.51% | Dec 31, 25 |
| 20 | Stephens Inv Mgmt Group LLC | 474.29K (1.62%) | -744.00 Decreased by -0.16% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Victory Sycamore Established Value R | 1.17M (3.99%) | 335.00K Increased by +28.63% | Dec 31, 25 |
| 2 | Sycamore Mid Cap Value Comp | 1.13M (3.85%) | 1.10M Increased by +97.13% | Mar 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.13M (3.85%) | 777.00 Increased by +0.07% | Sep 30, 24 |
| 4 | iShares Core S&P Mid-Cap ETF | 976.86K (3.33%) | -135.12K Decreased by -13.83% | Feb 28, 26 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 969.81K (3.31%) | 2.23K Increased by +0.23% | Jan 31, 26 |
| 6 | Vanguard Small Cap Index | 699.40K (2.38%) | -223.00 Decreased by -0.03% | Jan 31, 26 |
| 7 | Eaton Vance Atlanta Capital SMID-Cap I | 673.85K (2.30%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 8 | Virtus KAR Small-Cap Core I | 540.29K (1.84%) | -69.00K Decreased by -12.77% | Dec 31, 25 |
| 9 | CI Global Leaders Fund D | 514.38K (1.75%) | -53.63K Decreased by -10.43% | Jun 30, 25 |
| 10 | Pacer US Cash Cows 100 ETF | 514.33K (1.75%) | 754.00 Increased by +0.15% | Feb 28, 25 |
| 11 | American Funds SMALLCAP World A | 512.95K (1.75%) | 87.35K Increased by +17.03% | Dec 31, 25 |
| 12 | Van Berkom Sm-Cap Eq | 471.64K (1.61%) | 40.58K Increased by +8.60% | Dec 31, 25 |
| 13 | Vanguard Small Cap Value Index Inv | 449.04K (1.53%) | -3.40K Decreased by -0.76% | Jan 31, 26 |
| 14 | Neuberger Berman Genesis Inv | 410.78K (1.40%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | Mawer Global Equity A | 401.04K (1.37%) | -23.61K Decreased by -5.89% | Dec 31, 25 |
| 16 | T. Rowe Price Integrated US SmCapGrEq | 362.16K (1.23%) | 176.68K Increased by +48.79% | Dec 31, 24 |
| 17 | Manulife Global Balanced FT | 346.40K (1.18%) | -10.00K Decreased by -2.89% | Jul 31, 25 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 327.07K (1.12%) | 991.00 Increased by +0.30% | Jan 31, 26 |
| 19 | Mawer US Equity A | 316.73K (1.08%) | -8.00K Decreased by -2.53% | Dec 31, 25 |
| 20 | Fidelity VIP Mid Cap Initial | 304.20K (1.04%) | 0.00 Increased by 0.00% | Jan 31, 26 |