| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Investment Management Ltd | 5.10M (14.27%) | -115.07K Decreased by -2.26% | Mar 31, 25 |
| 2 | BlackRock Inc | 4.75M (13.28%) | -423.03K Decreased by -8.91% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 3.81M (10.66%) | 37.10K Increased by +0.97% | Jun 30, 25 |
| 4 | Reinhart Mahoney Capital Management Inc | 1.79M (5.00%) | 302.89K Increased by +16.95% | Jun 30, 25 |
| 5 | Charles Schwab Investment Management Inc | 1.45M (4.06%) | 41.52K Increased by +2.86% | Jun 30, 25 |
| 6 | Bank of America Corp | 1.43M (4.01%) | 384.38K Increased by +26.81% | Mar 31, 25 |
| 7 | Earnest Partners LLC | 1.37M (3.83%) | 44.00K Increased by +3.21% | Mar 31, 25 |
| 8 | State Street Corp | 1.34M (3.74%) | -8.00K Decreased by -0.60% | Mar 31, 25 |
| 9 | State Street Corporation | 1.26M (3.53%) | 33.84K Increased by +2.68% | Mar 31, 24 |
| 10 | First Trust Advisors L.P. | 1.07M (3.00%) | 377.60K Increased by +35.14% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 1.02M (2.84%) | 185.13K Increased by +18.20% | Mar 31, 25 |
| 12 | Massachusetts Financial Services Company | 882.32K (2.47%) | 215.21K Increased by +24.39% | Sep 30, 24 |
| 13 | SEI Investments Co | 792.65K (2.22%) | 7.51K Increased by +0.95% | Mar 31, 25 |
| 14 | Hawk Ridge Management LLC | 791.50K (2.21%) | 791.50K Increased by +100.00% | Jun 30, 25 |
| 15 | River Road Asset Management, LLC | 787.25K (2.20%) | 174.26K Increased by +22.14% | Mar 31, 25 |
| 16 | Dimensional Fund Advisors, Inc. | 711.61K (1.99%) | -36.76K Decreased by -5.17% | Jun 30, 25 |
| 17 | Jacobs Levy Equity Management, Inc. | 703.01K (1.97%) | 200.69K Increased by +28.55% | Mar 31, 25 |
| 18 | Northern Trust Corp | 521.65K (1.46%) | 2.04K Increased by +0.39% | Mar 31, 25 |
| 19 | T. Rowe Price Investment Management,Inc. | 520.64K (1.46%) | 14.51K Increased by +2.79% | Mar 31, 25 |
| 20 | Goldman Sachs Group Inc | 513.20K (1.43%) | -585.00 Decreased by -0.11% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.17M (3.26%) | -2.09K Decreased by -0.18% | Jul 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.05M (2.95%) | -22.50K Decreased by -2.14% | Jul 31, 25 |
| 3 | Mawer Global Equity A | 1.05M (2.94%) | -43.32K Decreased by -4.12% | Jun 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 1.05M (2.94%) | -66.04K Decreased by -6.28% | Sep 30, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 1.02M (2.84%) | -171.00 Decreased by -0.02% | Jul 31, 25 |
| 6 | Mawer Global Small Cap A | 851.80K (2.38%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | iShares Russell 2000 ETF | 850.05K (2.38%) | -16.17K Decreased by -1.90% | Jul 31, 25 |
| 8 | Vanguard Small Cap Index | 821.35K (2.30%) | -5.51K Decreased by -0.67% | Jul 31, 25 |
| 9 | Manulife Global Equity Class F | 818.12K (2.29%) | -32.61K Decreased by -3.99% | Jun 30, 25 |
| 10 | EARNEST Partners Smid Cap Core Founders | 780.41K (2.18%) | 37.56K Increased by +4.81% | Jul 31, 25 |
| 11 | MFS Core Equity A | 577.59K (1.61%) | -21.30K Decreased by -3.69% | Sep 30, 24 |
| 12 | MFS Research Equity - Industry Neutral | 577.59K (1.61%) | 159.69K Increased by +27.65% | Sep 30, 24 |
| 13 | Vanguard Small Cap Value Index Inv | 530.17K (1.48%) | 2.19K Increased by +0.41% | Jul 31, 25 |
| 14 | Vanguard Small Cap Growth Index Inv | 504.38K (1.41%) | 539.00 Increased by +0.11% | Jan 31, 24 |
| 15 | Manulife Global Balanced FT | 479.21K (1.34%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Fidelity Small Cap America Sr B | 445.46K (1.25%) | -50.00K Decreased by -11.22% | Mar 31, 25 |
| 17 | Fidelity® Small Cap Value | 435.35K (1.22%) | 408.60K Increased by +93.86% | Oct 31, 23 |
| 18 | Mawer Global Equity Pooled Fund | 422.27K (1.18%) | -7.03K Decreased by -1.66% | Jun 30, 25 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 384.33K (1.07%) | -166.49K Decreased by -43.32% | Jul 31, 25 |
| 20 | Fidelity Small Cap Growth | 365.22K (1.02%) | -3.40K Decreased by -0.93% | Apr 30, 24 |