| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.78M (11.99%) | -442.27K Decreased by -9.26% | Jun 30, 25 |
| 2 | Select Equity Group LP | 4.73M (11.87%) | -786.56K Decreased by -16.64% | Jun 30, 25 |
| 3 | BlackRock Inc | 4.64M (11.65%) | -13.19K Decreased by -0.28% | Jun 30, 25 |
| 4 | Garden Investment Management, L.P. | 3.28M (8.22%) | 640.97K Increased by +19.56% | Jun 30, 25 |
| 5 | Wellington Management Company LLP | 3.21M (8.06%) | 72.57K Increased by +2.26% | Jun 30, 25 |
| 6 | T. Rowe Price Associates, Inc. | 3.19M (8.02%) | 164.34K Increased by +5.15% | Jun 30, 25 |
| 7 | JPMorgan Chase & Co | 2.77M (6.96%) | 918.22K Increased by +33.13% | Jun 30, 25 |
| 8 | Bank of America Corp | 2.62M (6.57%) | 23.89K Increased by +0.91% | Jun 30, 25 |
| 9 | EdgePoint Investment Group, Inc. | 1.95M (4.89%) | -48.31K Decreased by -2.48% | Jun 30, 24 |
| 10 | Victory Capital Management Inc. | 1.92M (4.83%) | -313.55K Decreased by -16.31% | Jun 30, 25 |
| 11 | State Street Corp | 1.60M (4.01%) | -45.82K Decreased by -2.87% | Jun 30, 25 |
| 12 | State Street Corporation | 1.56M (3.92%) | 44.58K Increased by +2.85% | Mar 31, 24 |
| 13 | Turtle Creek Asset Management Inc. | 1.40M (3.52%) | -62.45K Decreased by -4.45% | Jun 30, 25 |
| 14 | Earnest Partners LLC | 1.32M (3.31%) | 158.00 Increased by +0.01% | Jun 30, 25 |
| 15 | Dimensional Fund Advisors, Inc. | 1.30M (3.27%) | 62.15K Increased by +4.77% | Jun 30, 25 |
| 16 | Assenagon Asset Management SA | 1.27M (3.18%) | 1.24M Increased by +97.82% | Dec 31, 24 |
| 17 | BMO Capital Markets Corp. | 1.21M (3.04%) | 190.56K Increased by +15.75% | Jun 30, 25 |
| 18 | Bank of Montreal | 1.21M (3.04%) | 190.56K Increased by +15.75% | Jun 30, 25 |
| 19 | Fiera Capital Corporation | 1.12M (2.82%) | 41.33K Increased by +3.68% | Mar 31, 24 |
| 20 | Pacer Advisors, INC. | 1.08M (2.71%) | -58.84K Decreased by -5.45% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.74M (4.37%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.70M (4.26%) | 1.24K Increased by +0.07% | Sep 30, 24 |
| 3 | Sycamore Mid Cap Value Comp | 1.61M (4.04%) | 1.55M Increased by +96.04% | Mar 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.52M (3.81%) | -32.02K Decreased by -2.11% | Jul 31, 25 |
| 5 | Victory Sycamore Established Value R | 1.32M (3.32%) | -289.00K Decreased by -21.88% | Jun 30, 25 |
| 6 | T. Rowe Price US Mid-Cap Value Equity | 1.32M (3.31%) | 28.18K Increased by +2.14% | Jun 30, 25 |
| 7 | T. Rowe Price Mid-Cap Value | 1.32M (3.31%) | -1.99K Decreased by -0.15% | Jul 31, 25 |
| 8 | Vanguard Small Cap Index | 1.17M (2.93%) | -7.92K Decreased by -0.68% | Jul 31, 25 |
| 9 | EdgePoint Global | 1.15M (2.88%) | -79.92K Decreased by -6.96% | Dec 31, 23 |
| 10 | EdgePoint Global Portfolio Series F | 1.15M (2.88%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Pacer US Cash Cows 100 ETF | 1.07M (2.69%) | 1.59K Increased by +0.15% | Feb 28, 25 |
| 12 | Vanguard Explorer Inv | 844.55K (2.12%) | -130.17K Decreased by -15.41% | Jun 30, 25 |
| 13 | JPMorgan Mid Cap Value L | 801.73K (2.01%) | 63.42K Increased by +7.91% | Jul 31, 25 |
| 14 | Vanguard Small Cap Value Index Inv | 751.66K (1.89%) | 1.21K Increased by +0.16% | Jul 31, 25 |
| 15 | JPM US Mid Cap Value-Composite | 738.32K (1.85%) | 246.81K Increased by +33.43% | Jun 30, 25 |
| 16 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 734.12K (1.84%) | 47.71K Increased by +6.50% | Jun 30, 25 |
| 17 | Nordea 1 - Global Climate & Envir BI EUR | 706.30K (1.77%) | -198.21K Decreased by -28.06% | May 31, 24 |
| 18 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 686.41K (1.72%) | 304.96K Increased by +44.43% | Mar 31, 25 |
| 19 | Vanguard Windsor Investor Shares | 628.91K (1.58%) | -11.75K Decreased by -1.87% | Dec 31, 24 |
| 20 | EARNEST Partners Smid Cap Core Founders | 588.62K (1.48%) | -8.34K Decreased by -1.42% | Aug 31, 25 |