| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Select Equity Group LP | 5.51M (14.23%) | -775.40K Decreased by -14.06% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 4.78M (12.33%) | -442.27K Decreased by -9.26% | Jun 30, 25 |
| 3 | BlackRock Inc | 4.66M (12.02%) | -40.73K Decreased by -0.87% | Mar 31, 25 |
| 4 | Garden Investment Management, L.P. | 3.28M (8.46%) | 640.97K Increased by +19.56% | Jun 30, 25 |
| 5 | Wellington Management Company LLP | 3.21M (8.28%) | 72.57K Increased by +2.26% | Jun 30, 25 |
| 6 | T. Rowe Price Associates, Inc. | 3.19M (8.24%) | 164.34K Increased by +5.15% | Jun 30, 25 |
| 7 | Bank of America Corp | 2.59M (6.69%) | 331.46K Increased by +12.78% | Mar 31, 25 |
| 8 | Victory Capital Management Inc. | 2.24M (5.77%) | -566.90K Decreased by -25.35% | Mar 31, 25 |
| 9 | EdgePoint Investment Group, Inc. | 1.95M (5.03%) | -48.31K Decreased by -2.48% | Jun 30, 24 |
| 10 | JPMorgan Chase & Co | 1.85M (4.79%) | 398.39K Increased by +21.49% | Mar 31, 25 |
| 11 | State Street Corp | 1.64M (4.24%) | 7.45K Increased by +0.45% | Mar 31, 25 |
| 12 | State Street Corporation | 1.56M (4.03%) | 44.58K Increased by +2.85% | Mar 31, 24 |
| 13 | Turtle Creek Asset Management Inc. | 1.47M (3.78%) | -401.15K Decreased by -27.38% | Mar 31, 25 |
| 14 | Earnest Partners LLC | 1.32M (3.41%) | 7.79K Increased by +0.59% | Mar 31, 25 |
| 15 | Dimensional Fund Advisors, Inc. | 1.30M (3.36%) | 62.15K Increased by +4.77% | Jun 30, 25 |
| 16 | Assenagon Asset Management SA | 1.27M (3.27%) | 1.24M Increased by +97.82% | Dec 31, 24 |
| 17 | Fiera Capital Corporation | 1.12M (2.90%) | 41.33K Increased by +3.68% | Mar 31, 24 |
| 18 | Pacer Advisors, INC. | 1.08M (2.79%) | -58.84K Decreased by -5.45% | Dec 31, 24 |
| 19 | BMO Capital Markets Corp. | 1.02M (2.63%) | 172.51K Increased by +16.93% | Mar 31, 25 |
| 20 | Bank of Montreal | 1.02M (2.63%) | 172.51K Increased by +16.93% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.74M (4.50%) | -3.13K Decreased by -0.18% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 1.70M (4.39%) | 1.24K Increased by +0.07% | Sep 30, 24 |
| 3 | Sycamore Mid Cap Value Comp | 1.61M (4.16%) | 1.55M Increased by +96.04% | Mar 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.55M (4.00%) | -173.37K Decreased by -11.19% | Jun 30, 25 |
| 5 | Victory Sycamore Established Value R | 1.32M (3.41%) | -289.00K Decreased by -21.88% | Jun 30, 25 |
| 6 | T. Rowe Price Mid-Cap Value | 1.32M (3.41%) | -1.68K Decreased by -0.13% | Jun 30, 25 |
| 7 | T. Rowe Price US Mid-Cap Value Equity | 1.32M (3.41%) | 28.18K Increased by +2.14% | Jun 30, 25 |
| 8 | Vanguard Small Cap Index | 1.18M (3.04%) | -176.36K Decreased by -15.00% | Jun 30, 25 |
| 9 | EdgePoint Global | 1.15M (2.96%) | -79.92K Decreased by -6.96% | Dec 31, 23 |
| 10 | EdgePoint Global Portfolio Series F | 1.15M (2.96%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Pacer US Cash Cows 100 ETF | 1.07M (2.77%) | 1.59K Increased by +0.15% | Feb 28, 25 |
| 12 | Vanguard Explorer Inv | 844.55K (2.18%) | -130.17K Decreased by -15.41% | Jun 30, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 824.24K (2.13%) | -14.39K Decreased by -1.75% | Jun 30, 25 |
| 14 | Vanguard Small Cap Value Index Inv | 750.45K (1.94%) | -119.09K Decreased by -15.87% | Jun 30, 25 |
| 15 | JPM US Mid Cap Value-Composite | 738.32K (1.91%) | 246.81K Increased by +33.43% | Jun 30, 25 |
| 16 | JPMorgan Mid Cap Value L | 738.32K (1.91%) | 4.34K Increased by +0.59% | Jun 30, 25 |
| 17 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 734.12K (1.90%) | 47.71K Increased by +6.50% | Jun 30, 25 |
| 18 | Nordea 1 - Global Climate & Envir BI EUR | 706.30K (1.82%) | -198.21K Decreased by -28.06% | May 31, 24 |
| 19 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 686.41K (1.77%) | 304.96K Increased by +44.43% | Mar 31, 25 |
| 20 | Vanguard Windsor Investor Shares | 628.91K (1.62%) | -11.75K Decreased by -1.87% | Dec 31, 24 |