| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Investment Management Ltd | 3.97M (12.77%) | -93.55K Decreased by -2.36% | Mar 31, 25 |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 3.42M (10.98%) | 28.97K Increased by +0.85% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 3.37M (10.84%) | -168.65K Decreased by -5.00% | Jun 30, 25 |
| 4 | BlackRock Inc | 3.12M (10.03%) | -2.56K Decreased by -0.08% | Mar 31, 25 |
| 5 | Victory Capital Management Inc. | 1.55M (4.98%) | 153.52K Increased by +9.91% | Mar 31, 25 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.37M (4.40%) | 19.61K Increased by +1.43% | Mar 31, 25 |
| 7 | State Street Corp | 1.12M (3.61%) | 19.00K Increased by +1.69% | Mar 31, 25 |
| 8 | State Street Corporation | 1.04M (3.35%) | 24.18K Increased by +2.32% | Mar 31, 24 |
| 9 | Dimensional Fund Advisors, Inc. | 771.92K (2.48%) | 22.67K Increased by +2.94% | Jun 30, 25 |
| 10 | AllianceBernstein L.P. | 736.49K (2.37%) | -4.37K Decreased by -0.59% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 734.73K (2.36%) | 49.85K Increased by +6.78% | Mar 31, 25 |
| 12 | Black Creek Investment Management Inc | 697.89K (2.24%) | -131.27K Decreased by -18.81% | Jun 30, 25 |
| 13 | Neuberger Berman Group LLC | 647.92K (2.08%) | 5.90K Increased by +0.91% | Dec 31, 24 |
| 14 | Bank of New York Mellon Corp | 571.65K (1.84%) | -17.90K Decreased by -3.13% | Dec 31, 23 |
| 15 | T. Rowe Price Associates, Inc. | 535.11K (1.72%) | -146.85K Decreased by -27.44% | Mar 31, 25 |
| 16 | Pacer Advisors, INC. | 518.69K (1.67%) | 513.55K Increased by +99.01% | Dec 31, 24 |
| 17 | Stephens Inv Mgmt Group LLC | 474.29K (1.52%) | -744.00 Decreased by -0.16% | Dec 31, 24 |
| 18 | D. E. Shaw & Co LP | 455.33K (1.46%) | 194.42K Increased by +42.70% | Jun 30, 25 |
| 19 | T. Rowe Price Investment Management,Inc. | 453.20K (1.46%) | -565.67K Decreased by -124.82% | Mar 31, 25 |
| 20 | Charles Schwab Investment Management Inc | 429.34K (1.38%) | -12.42K Decreased by -2.89% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Sycamore Mid Cap Value Comp | 1.13M (3.63%) | 1.10M Increased by +97.13% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.13M (3.63%) | 777.00 Increased by +0.07% | Sep 30, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.10M (3.53%) | -1.98K Decreased by -0.18% | Jul 31, 25 |
| 4 | Victory Sycamore Established Value R | 1.08M (3.47%) | -50.00K Decreased by -4.63% | Jun 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.08M (3.47%) | -27.38K Decreased by -2.54% | Jul 31, 25 |
| 6 | Eaton Vance Atlanta Capital SMID-Cap I | 859.86K (2.76%) | -5.18K Decreased by -0.60% | Jun 30, 25 |
| 7 | Vanguard Small Cap Index | 832.62K (2.68%) | -5.38K Decreased by -0.65% | Jul 31, 25 |
| 8 | Mawer Global Equity A | 790.27K (2.54%) | -32.53K Decreased by -4.12% | Jun 30, 25 |
| 9 | Manulife Global Equity Class F | 617.47K (1.99%) | -21.49K Decreased by -3.48% | Jun 30, 25 |
| 10 | Virtus KAR Small-Cap Core I | 609.29K (1.96%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 535.55K (1.72%) | 982.00 Increased by +0.18% | Jul 31, 25 |
| 12 | Pacer US Cash Cows 100 ETF | 514.33K (1.65%) | 754.00 Increased by +0.15% | Feb 28, 25 |
| 13 | CI Global Leaders Fund D | 441.88K (1.42%) | 34.00K Increased by +7.69% | Dec 31, 24 |
| 14 | Neuberger Berman Genesis Inv | 410.78K (1.32%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | Mawer US Equity A | 378.87K (1.22%) | -37.30K Decreased by -9.85% | Jun 30, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 362.19K (1.16%) | -157.82K Decreased by -43.57% | Jul 31, 25 |
| 17 | T. Rowe Price Integrated US SmCapGrEq | 362.16K (1.16%) | 176.68K Increased by +48.79% | Dec 31, 24 |
| 18 | Manulife Global Balanced FT | 356.40K (1.15%) | -10.00K Decreased by -2.81% | Jun 30, 25 |
| 19 | Van Berkom Sm-Cap Eq | 337.15K (1.08%) | 337.15K Increased by +100.00% | Jun 30, 24 |
| 20 | Mawer Global Equity Pooled Fund | 317.16K (1.02%) | -5.28K Decreased by -1.66% | Jun 30, 25 |