| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 5.77M (15.32%) | 1.90M Increased by +32.97% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 4.30M (11.42%) | -111.28K Decreased by -2.59% | Dec 31, 25 |
| 3 | BlackRock Inc | 4.15M (11.03%) | -99.07K Decreased by -2.38% | Dec 31, 25 |
| 4 | Garden Investment Management, L.P. | 3.38M (8.97%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | JPMorgan Chase & Co | 2.37M (6.28%) | 214.14K Increased by +9.05% | Mar 31, 26 |
| 6 | EdgePoint Investment Group, Inc. | 1.95M (5.18%) | -48.31K Decreased by -2.48% | Jun 30, 24 |
| 7 | State Street Corporation | 1.56M (4.15%) | 44.58K Increased by +2.85% | Mar 31, 24 |
| 8 | Ariel Investments, LLC | 1.56M (4.14%) | 285.53K Increased by +18.32% | Dec 31, 25 |
| 9 | Select Equity Group LP | 1.50M (3.98%) | -1.53M Decreased by -101.82% | Mar 31, 26 |
| 10 | State Street Corp | 1.42M (3.76%) | -23.16K Decreased by -1.64% | Dec 31, 25 |
| 11 | Amvescap Plc. | 1.38M (3.67%) | -48.49K Decreased by -3.51% | Mar 31, 26 |
| 12 | Victory Capital Management Inc. | 1.34M (3.55%) | -104.68K Decreased by -7.83% | Dec 31, 25 |
| 13 | Earnest Partners LLC | 1.31M (3.47%) | -20.86K Decreased by -1.59% | Dec 31, 25 |
| 14 | Wellington Management Company LLP | 1.31M (3.47%) | -1.89M Decreased by -144.20% | Dec 31, 25 |
| 15 | Assenagon Asset Management SA | 1.27M (3.36%) | 1.24M Increased by +97.82% | Dec 31, 24 |
| 16 | BMO Capital Markets Corp. | 1.21M (3.21%) | 190.56K Increased by +15.75% | Jun 30, 25 |
| 17 | Bank of Montreal | 1.21M (3.21%) | 190.56K Increased by +15.75% | Jun 30, 25 |
| 18 | Fiera Capital Corporation | 1.12M (2.98%) | 41.33K Increased by +3.68% | Mar 31, 24 |
| 19 | Dimensional Fund Advisors, Inc. | 1.11M (2.95%) | -376.26K Decreased by -33.90% | Mar 31, 26 |
| 20 | Pacer Advisors, INC. | 1.08M (2.87%) | -58.84K Decreased by -5.45% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.70M (4.51%) | 1.24K Increased by +0.07% | Sep 30, 24 |
| 2 | Sycamore Mid Cap Value Comp | 1.61M (4.27%) | 1.55M Increased by +96.04% | Mar 31, 25 |
| 3 | T. Rowe Price Mid-Cap Value | 1.57M (4.18%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | T. Rowe Price US Mid-Cap Value Equity | 1.57M (4.18%) | 56.87K Increased by +3.62% | Mar 31, 26 |
| 5 | iShares Core S&P Mid-Cap ETF | 1.57M (4.16%) | -784.00 Decreased by -0.05% | Apr 30, 26 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.44M (3.83%) | 11.70K Increased by +0.81% | Mar 31, 26 |
| 7 | EdgePoint Global | 1.15M (3.05%) | -79.92K Decreased by -6.96% | Dec 31, 23 |
| 8 | EdgePoint Global Portfolio Series F | 1.15M (3.05%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | Pacer US Cash Cows 100 ETF | 1.07M (2.85%) | 1.59K Increased by +0.15% | Feb 28, 25 |
| 10 | Vanguard Small Cap Index | 1.05M (2.78%) | 17.08K Increased by +1.63% | Mar 31, 26 |
| 11 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 983.77K (2.61%) | 32.13K Increased by +3.27% | Mar 31, 26 |
| 12 | Victory Sycamore Established Value R | 915.00K (2.43%) | -55.00K Decreased by -6.01% | Dec 31, 25 |
| 13 | Vanguard Explorer Inv | 844.55K (2.24%) | -130.17K Decreased by -15.41% | Jun 30, 25 |
| 14 | JPM US Mid Cap Value-Composite | 821.49K (2.18%) | -82.40K Decreased by -10.03% | Mar 31, 26 |
| 15 | JPMorgan Mid Cap Value L | 821.49K (2.18%) | 40.93K Increased by +4.98% | Mar 31, 26 |
| 16 | Nordea 1 - Global Climate & Envir BI EUR | 706.30K (1.88%) | -198.21K Decreased by -28.06% | May 31, 24 |
| 17 | Invesco Small Cap Value A | 704.59K (1.87%) | -104.46K Decreased by -14.83% | Mar 31, 26 |
| 18 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 686.41K (1.82%) | 304.96K Increased by +44.43% | Mar 31, 25 |
| 19 | Vanguard Small Cap Value Index Inv | 666.07K (1.77%) | 4.87K Increased by +0.73% | Mar 31, 26 |
| 20 | Vanguard Windsor Investor Shares | 628.91K (1.67%) | -11.75K Decreased by -1.87% | Dec 31, 24 |