| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.21M (14.71%) | -59.26K Decreased by -1.14% | Jun 30, 24 |
| 2 | Mawer Investment Management Ltd | 5.19M (14.64%) | 197.31K Increased by +3.80% | Jun 30, 24 |
| 3 | Vanguard Group Inc | 3.84M (10.84%) | -140.63K Decreased by -3.66% | Sep 30, 24 |
| 4 | Earnest Partners LLC | 1.32M (3.73%) | 32.54K Increased by +2.46% | Jun 30, 24 |
| 5 | State Street Corp | 1.28M (3.60%) | 13.45K Increased by +1.05% | Jun 30, 24 |
| 6 | State Street Corporation | 1.26M (3.56%) | 33.84K Increased by +2.68% | Mar 31, 24 |
| 7 | Charles Schwab Investment Management Inc | 1.26M (3.56%) | 59.22K Increased by +4.70% | Sep 30, 24 |
| 8 | Bank of America Corp | 1.08M (3.06%) | 26.35K Increased by +2.43% | Jun 30, 24 |
| 9 | Reinhart Mahoney Capital Management Inc | 1.08M (3.05%) | 68.16K Increased by +6.30% | Sep 30, 24 |
| 10 | Massachusetts Financial Services Company | 882.32K (2.49%) | 215.21K Increased by +24.39% | Sep 30, 24 |
| 11 | Geode Capital Management, LLC | 829.80K (2.34%) | 38.80K Increased by +4.68% | Jun 30, 24 |
| 12 | SEI Investments Co | 734.27K (2.07%) | 37.09K Increased by +5.05% | Jun 30, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 683.86K (1.93%) | -25.60K Decreased by -3.74% | Sep 30, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 649.65K (1.83%) | 35.24K Increased by +5.43% | Jun 30, 24 |
| 15 | Jacobs Levy Equity Management, Inc. | 564.59K (1.59%) | 152.50K Increased by +27.01% | Jun 30, 24 |
| 16 | FMR Inc | 509.40K (1.44%) | 8.49K Increased by +1.67% | Mar 31, 24 |
| 17 | Fidelity International Ltd | 499.41K (1.41%) | -81.04K Decreased by -16.23% | Jun 30, 24 |
| 18 | First Trust Advisors L.P. | 492.47K (1.39%) | 61.20K Increased by +12.43% | Jun 30, 24 |
| 19 | Copeland Capital Management, LLC | 471.02K (1.33%) | 1.61K Increased by +0.34% | Sep 30, 24 |
| 20 | Northern Trust Corp | 455.07K (1.28%) | -351.00 Decreased by -0.08% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Global Equity A | 1.67M (4.72%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.12M (3.17%) | 608.00 Increased by +0.05% | Oct 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.05M (2.95%) | -5.51K Decreased by -0.53% | Oct 31, 24 |
| 4 | iShares Russell 2000 ETF | 928.50K (2.62%) | -2.09K Decreased by -0.22% | Oct 31, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 883.72K (2.49%) | 760.00 Increased by +0.09% | Oct 31, 24 |
| 6 | Manulife Global Equity Class F | 881.62K (2.49%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Vanguard Small Cap Index | 846.85K (2.39%) | 1.65K Increased by +0.19% | Oct 31, 24 |
| 8 | Mawer Global Small Cap A | 795.70K (2.24%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | First Trust SMID Cp Rising Div Achv ETF | 726.47K (2.05%) | 2.47K Increased by +0.34% | Oct 31, 24 |
| 10 | EARNEST Partners Smid Cap Core Founders | 690.30K (1.95%) | -3.55K Decreased by -0.51% | Oct 31, 24 |
| 11 | MFS Core Equity A | 577.59K (1.63%) | -21.30K Decreased by -3.69% | Sep 30, 24 |
| 12 | MFS Research Equity - Industry Neutral | 577.59K (1.63%) | 159.69K Increased by +27.65% | Sep 30, 24 |
| 13 | Vanguard Small Cap Value Index Inv | 572.40K (1.61%) | -196.00 Decreased by -0.03% | Oct 31, 24 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 533.56K (1.51%) | -15.41K Decreased by -2.89% | Sep 30, 24 |
| 15 | Manulife Global Balanced FT | 520.21K (1.47%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Vanguard Small Cap Growth Index Inv | 504.38K (1.42%) | 539.00 Increased by +0.11% | Jan 31, 24 |
| 17 | Fidelity Small Cap America Sr B | 495.46K (1.40%) | -65.00K Decreased by -13.12% | Jun 30, 24 |
| 18 | Fidelity® Small Cap Value | 435.35K (1.23%) | 408.60K Increased by +93.86% | Oct 31, 23 |
| 19 | Invesco S&P MidCap Quality ETF | 372.70K (1.05%) | 325.00 Increased by +0.09% | Oct 31, 24 |
| 20 | Fidelity Small Cap Index | 367.03K (1.04%) | -8.90K Decreased by -2.43% | Aug 31, 24 |