| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Investment Management Ltd | 4.07M (11.72%) | 149.28K Increased by +3.67% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 3.56M (10.28%) | 23.42K Increased by +0.66% | Dec 31, 24 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 3.39M (9.76%) | -60.93K Decreased by -1.80% | Dec 31, 24 |
| 4 | BlackRock Inc | 3.12M (9.00%) | -274.67K Decreased by -8.80% | Dec 31, 24 |
| 5 | Victory Capital Management Inc. | 1.40M (4.03%) | -532.66K Decreased by -38.15% | Dec 31, 24 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.35M (3.89%) | 120.70K Increased by +8.95% | Dec 31, 24 |
| 7 | State Street Corp | 1.10M (3.19%) | 43.44K Increased by +3.93% | Dec 31, 24 |
| 8 | State Street Corporation | 1.04M (3.01%) | 24.18K Increased by +2.32% | Mar 31, 24 |
| 9 | T. Rowe Price Investment Management,Inc. | 1.02M (2.94%) | 472.25K Increased by +46.35% | Dec 31, 24 |
| 10 | AllianceBernstein L.P. | 740.86K (2.14%) | 63.16K Increased by +8.53% | Dec 31, 24 |
| 11 | Greenvale Capital LLP | 720.00K (2.08%) | 445.00K Increased by +61.81% | Jun 30, 24 |
| 12 | Dimensional Fund Advisors, Inc. | 701.03K (2.02%) | 23.78K Increased by +3.39% | Dec 31, 24 |
| 13 | Geode Capital Management, LLC | 684.88K (1.97%) | -882.00 Decreased by -0.13% | Dec 31, 24 |
| 14 | T. Rowe Price Associates, Inc. | 681.96K (1.97%) | -831.04K Decreased by -121.86% | Dec 31, 24 |
| 15 | Black Creek Investment Management Inc | 652.98K (1.88%) | 407.63K Increased by +62.43% | Dec 31, 24 |
| 16 | Neuberger Berman Group LLC | 647.92K (1.87%) | 5.90K Increased by +0.91% | Dec 31, 24 |
| 17 | Bank of New York Mellon Corp | 571.65K (1.65%) | -17.90K Decreased by -3.13% | Dec 31, 23 |
| 18 | Pacer Advisors, INC. | 518.69K (1.50%) | 513.55K Increased by +99.01% | Dec 31, 24 |
| 19 | Stephens Inv Mgmt Group LLC | 474.29K (1.37%) | -744.00 Decreased by -0.16% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 438.81K (1.27%) | 8.03K Increased by +1.83% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.15M (3.31%) | 851.00 Increased by +0.07% | Feb 28, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.13M (3.25%) | 3.23K Increased by +0.29% | Feb 28, 25 |
| 3 | Victory Sycamore Established Value R | 1.02M (2.94%) | -380.00K Decreased by -37.25% | Dec 31, 24 |
| 4 | Mawer Global Equity A | 939.66K (2.71%) | -334.41K Decreased by -35.59% | Jan 31, 25 |
| 5 | Vanguard Small Cap Index | 917.69K (2.65%) | 756.00 Increased by +0.08% | Feb 28, 25 |
| 6 | Eaton Vance Atlanta Capital SMID-Cap I | 865.04K (2.49%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 7 | Manulife Global Equity Class F | 675.18K (1.95%) | -7.24K Decreased by -1.07% | Jan 31, 25 |
| 8 | Virtus KAR Small-Cap Core I | 609.29K (1.76%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Vanguard Small Cap Value Index Inv | 604.28K (1.74%) | -2.25K Decreased by -0.37% | Feb 28, 25 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 536.96K (1.55%) | 2.28K Increased by +0.42% | Feb 28, 25 |
| 11 | Pacer US Cash Cows 100 ETF | 514.33K (1.48%) | 754.00 Increased by +0.15% | Feb 28, 25 |
| 12 | Mawer US Equity A | 416.17K (1.20%) | 16.50K Increased by +3.96% | Jan 31, 25 |
| 13 | Neuberger Berman Genesis Inv | 410.78K (1.18%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | Manulife Global Balanced FT | 376.40K (1.09%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 15 | T. Rowe Price Integrated US SmCapGrEq | 362.16K (1.04%) | 176.68K Increased by +48.79% | Dec 31, 24 |
| 16 | Van Berkom Sm-Cap Eq | 337.15K (0.97%) | 337.15K Increased by +100.00% | Jun 30, 24 |
| 17 | Mawer Global Equity Pooled Fund | 320.33K (0.92%) | 320.33K Increased by +100.00% | Jan 31, 25 |
| 18 | American Funds SMALLCAP World A | 303.15K (0.87%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 285.37K (0.82%) | 2.71K Increased by +0.95% | Feb 28, 25 |
| 20 | T. Rowe Price All-Cap Opportunities Fund | 280.21K (0.81%) | 0.00 Increased by 0.00% | Feb 28, 25 |