| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Select Equity Group LP | 5.51M (12.55%) | -775.40K Decreased by -14.06% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 5.22M (11.88%) | -42.38K Decreased by -0.81% | Mar 31, 25 |
| 3 | BlackRock Inc | 4.66M (10.60%) | -40.73K Decreased by -0.87% | Mar 31, 25 |
| 4 | Wellington Management Company LLP | 3.14M (7.14%) | -860.89K Decreased by -27.45% | Mar 31, 25 |
| 5 | T. Rowe Price Associates, Inc. | 3.03M (6.90%) | 1.13M Increased by +37.43% | Mar 31, 25 |
| 6 | Garden Investment Management, L.P. | 2.64M (6.00%) | 1.88M Increased by +71.44% | Mar 31, 25 |
| 7 | Bank of America Corp | 2.59M (5.90%) | 331.46K Increased by +12.78% | Mar 31, 25 |
| 8 | Victory Capital Management Inc. | 2.24M (5.09%) | -566.90K Decreased by -25.35% | Mar 31, 25 |
| 9 | EdgePoint Investment Group, Inc. | 1.95M (4.44%) | -48.31K Decreased by -2.48% | Jun 30, 24 |
| 10 | JPMorgan Chase & Co | 1.85M (4.22%) | 398.39K Increased by +21.49% | Mar 31, 25 |
| 11 | State Street Corp | 1.64M (3.74%) | 7.45K Increased by +0.45% | Mar 31, 25 |
| 12 | State Street Corporation | 1.56M (3.56%) | 44.58K Increased by +2.85% | Mar 31, 24 |
| 13 | Turtle Creek Asset Management Inc. | 1.47M (3.34%) | -401.15K Decreased by -27.38% | Mar 31, 25 |
| 14 | Earnest Partners LLC | 1.32M (3.00%) | 7.79K Increased by +0.59% | Mar 31, 25 |
| 15 | Assenagon Asset Management SA | 1.27M (2.88%) | 1.24M Increased by +97.82% | Dec 31, 24 |
| 16 | Dimensional Fund Advisors, Inc. | 1.24M (2.83%) | -6.34K Decreased by -0.51% | Mar 31, 25 |
| 17 | Fiera Capital Corporation | 1.12M (2.55%) | 41.33K Increased by +3.68% | Mar 31, 24 |
| 18 | Pacer Advisors, INC. | 1.08M (2.46%) | -58.84K Decreased by -5.45% | Dec 31, 24 |
| 19 | BMO Capital Markets Corp. | 1.02M (2.32%) | 172.51K Increased by +16.93% | Mar 31, 25 |
| 20 | Bank of Montreal | 1.02M (2.32%) | 172.51K Increased by +16.93% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.75M (3.98%) | -57.00 Decreased by -0.00% | Jul 29, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.70M (3.87%) | 1.24K Increased by +0.07% | Sep 30, 24 |
| 3 | Sycamore Mid Cap Value Comp | 1.61M (3.67%) | 1.55M Increased by +96.04% | Mar 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.55M (3.53%) | -173.37K Decreased by -11.19% | Jun 30, 25 |
| 5 | Victory Sycamore Established Value R | 1.32M (3.01%) | -289.00K Decreased by -21.88% | Jun 30, 25 |
| 6 | T. Rowe Price Mid-Cap Value | 1.32M (3.00%) | -1.68K Decreased by -0.13% | Jun 30, 25 |
| 7 | T. Rowe Price US Mid-Cap Value Equity | 1.32M (3.00%) | 28.18K Increased by +2.14% | Jun 30, 25 |
| 8 | Vanguard Small Cap Index | 1.18M (2.68%) | -176.36K Decreased by -15.00% | Jun 30, 25 |
| 9 | EdgePoint Global | 1.15M (2.61%) | -79.92K Decreased by -6.96% | Dec 31, 23 |
| 10 | EdgePoint Global Portfolio Series F | 1.15M (2.61%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Pacer US Cash Cows 100 ETF | 1.07M (2.44%) | 1.59K Increased by +0.15% | Feb 28, 25 |
| 12 | Vanguard Explorer Inv | 844.55K (1.92%) | -130.17K Decreased by -15.41% | Jun 30, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 824.24K (1.88%) | -14.39K Decreased by -1.75% | Jun 30, 25 |
| 14 | Vanguard Small Cap Value Index Inv | 750.45K (1.71%) | -119.09K Decreased by -15.87% | Jun 30, 25 |
| 15 | JPM US Mid Cap Value-Composite | 738.32K (1.68%) | 246.81K Increased by +33.43% | Jun 30, 25 |
| 16 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 734.12K (1.67%) | 47.71K Increased by +6.50% | Jun 30, 25 |
| 17 | JPMorgan Mid Cap Value L | 733.98K (1.67%) | 115.89K Increased by +15.79% | May 31, 25 |
| 18 | Nordea 1 - Global Climate & Envir BI EUR | 706.30K (1.61%) | -198.21K Decreased by -28.06% | May 31, 24 |
| 19 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 686.41K (1.56%) | 304.96K Increased by +44.43% | Mar 31, 25 |
| 20 | Vanguard Windsor Investor Shares | 628.91K (1.43%) | -11.75K Decreased by -1.87% | Dec 31, 24 |