| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 6.41M (17.03%) | 642.15K Increased by +10.01% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 4.30M (11.42%) | -111.28K Decreased by -2.59% | Dec 31, 25 |
| 3 | BlackRock Inc | 4.25M (11.29%) | 97.43K Increased by +2.29% | Mar 31, 26 |
| 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 | Vanguard Capital Management, LLC | 2.05M (5.45%) | 2.05M Increased by +100.00% | Mar 31, 26 |
| 7 | Vanguard Portfolio Management, LLC | 1.97M (5.24%) | 1.97M Increased by +100.00% | Mar 31, 26 |
| 8 | EdgePoint Investment Group, Inc. | 1.95M (5.18%) | -48.31K Decreased by -2.48% | Jun 30, 24 |
| 9 | Ariel Investments, LLC | 1.57M (4.18%) | 15.88K Increased by +1.01% | Mar 31, 26 |
| 10 | State Street Corporation | 1.56M (4.15%) | 44.58K Increased by +2.85% | Mar 31, 24 |
| 11 | Select Equity Group LP | 1.50M (3.98%) | -1.53M Decreased by -101.82% | Mar 31, 26 |
| 12 | State Street Corp | 1.42M (3.78%) | 8.64K Increased by +0.61% | Mar 31, 26 |
| 13 | Amvescap Plc. | 1.38M (3.67%) | -48.49K Decreased by -3.51% | Mar 31, 26 |
| 14 | Victory Capital Management Inc. | 1.34M (3.55%) | -104.68K Decreased by -7.83% | Dec 31, 25 |
| 15 | Earnest Partners LLC | 1.29M (3.43%) | -16.34K Decreased by -1.26% | Mar 31, 26 |
| 16 | Assenagon Asset Management SA | 1.27M (3.36%) | 1.24M Increased by +97.82% | Dec 31, 24 |
| 17 | BMO Capital Markets Corp. | 1.21M (3.21%) | 190.56K Increased by +15.75% | Jun 30, 25 |
| 18 | Bank of Montreal | 1.21M (3.21%) | 190.56K Increased by +15.75% | Jun 30, 25 |
| 19 | Wellington Management Company LLP | 1.20M (3.19%) | -107.81K Decreased by -8.98% | Mar 31, 26 |
| 20 | Fiera Capital Corporation | 1.12M (2.98%) | 41.33K Increased by +3.68% | Mar 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 US Mid-Cap Value Equity | 1.57M (4.18%) | 56.87K Increased by +3.62% | Mar 31, 26 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.57M (4.17%) | 294.00 Increased by +0.02% | May 29, 26 |
| 5 | T. Rowe Price Mid-Cap Value | 1.57M (4.17%) | -1.03K Decreased by -0.07% | Apr 30, 26 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.44M (3.83%) | 3.60K Increased by +0.25% | Apr 30, 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 | 1.04M (2.77%) | -2.27K Decreased by -0.22% | Apr 30, 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 | JPMorgan Mid Cap Value L | 870.95K (2.31%) | 49.46K Increased by +5.68% | Apr 30, 26 |
| 14 | Vanguard Explorer Inv | 844.55K (2.24%) | -130.17K Decreased by -15.41% | Jun 30, 25 |
| 15 | JPM US Mid Cap Value-Composite | 821.49K (2.18%) | -82.40K Decreased by -10.03% | Mar 31, 26 |
| 16 | Invesco Small Cap Value A | 770.56K (2.05%) | 65.97K Increased by +8.56% | Apr 30, 26 |
| 17 | Nordea 1 - Global Climate & Envir BI EUR | 706.30K (1.88%) | -198.21K Decreased by -28.06% | May 31, 24 |
| 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 | 670.88K (1.78%) | 4.81K Increased by +0.72% | Apr 30, 26 |
| 20 | Vanguard Windsor Investor Shares | 628.91K (1.67%) | -11.75K Decreased by -1.87% | Dec 31, 24 |