| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.28M (14.91%) | 69.80K Increased by +1.32% | Sep 30, 24 |
| 2 | Mawer Investment Management Ltd | 5.19M (14.64%) | 1.49K Increased by +0.03% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 3.84M (10.84%) | -140.63K Decreased by -3.66% | Sep 30, 24 |
| 4 | State Street Corp | 1.29M (3.63%) | 11.12K Increased by +0.86% | Sep 30, 24 |
| 5 | Earnest Partners LLC | 1.28M (3.61%) | -44.64K Decreased by -3.49% | Sep 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 | 1.13M (3.18%) | 44.09K Increased by +3.91% | Sep 30, 24 |
| 9 | Reinhart Mahoney Capital Management Inc | 1.08M (3.05%) | 68.16K Increased by +6.30% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 968.63K (2.73%) | 138.84K Increased by +14.33% | Sep 30, 24 |
| 11 | Massachusetts Financial Services Company | 882.32K (2.49%) | 215.21K Increased by +24.39% | Sep 30, 24 |
| 12 | SEI Investments Co | 742.34K (2.09%) | 8.07K Increased by +1.09% | Sep 30, 24 |
| 13 | First Trust Advisors L.P. | 697.09K (1.97%) | 204.62K Increased by +29.35% | Sep 30, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 683.86K (1.93%) | -25.60K Decreased by -3.74% | Sep 30, 24 |
| 15 | Morgan Stanley - Brokerage Accounts | 649.65K (1.83%) | 35.24K Increased by +5.43% | Jun 30, 24 |
| 16 | FMR Inc | 509.40K (1.44%) | 8.49K Increased by +1.67% | Mar 31, 24 |
| 17 | Fidelity International Ltd | 506.10K (1.43%) | 6.69K Increased by +1.32% | Sep 30, 24 |
| 18 | Jacobs Levy Equity Management, Inc. | 473.70K (1.34%) | -90.89K Decreased by -19.19% | Sep 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% | Nov 30, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.16M (3.28%) | 3.84K Increased by +0.33% | Dec 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.13M (3.18%) | 84.04K Increased by +7.46% | Dec 31, 24 |
| 4 | First Trust SMID Cp Rising Div Achv ETF | 1.03M (2.92%) | 2.19K Increased by +0.21% | Dec 30, 24 |
| 5 | iShares Russell 2000 ETF | 971.64K (2.74%) | -3.73K Decreased by -0.38% | Dec 31, 24 |
| 6 | Schwab US Dividend Equity ETF™ | 905.17K (2.55%) | 918.00 Increased by +0.10% | Dec 31, 24 |
| 7 | Vanguard Small Cap Index | 904.30K (2.55%) | 52.50K Increased by +5.81% | Dec 31, 24 |
| 8 | Manulife Global Equity Class F | 881.62K (2.49%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 9 | Mawer Global Small Cap A | 795.70K (2.24%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | EARNEST Partners Smid Cap Core Founders | 746.91K (2.11%) | 34.44K Increased by +4.61% | Dec 31, 24 |
| 11 | Vanguard Small Cap Value Index Inv | 600.37K (1.69%) | 23.10K Increased by +3.85% | Dec 31, 24 |
| 12 | MFS Core Equity A | 577.59K (1.63%) | -21.30K Decreased by -3.69% | Sep 30, 24 |
| 13 | MFS Research Equity - Industry Neutral | 577.59K (1.63%) | 159.69K Increased by +27.65% | Sep 30, 24 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 534.94K (1.51%) | 725.00 Increased by +0.14% | Dec 31, 24 |
| 15 | Vanguard Small Cap Growth Index Inv | 504.38K (1.42%) | 539.00 Increased by +0.11% | Jan 31, 24 |
| 16 | Fidelity Small Cap America Sr B | 495.46K (1.40%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Manulife Global Balanced FT | 491.21K (1.39%) | -14.00K Decreased by -2.85% | Nov 30, 24 |
| 18 | Fidelity® Small Cap Value | 435.35K (1.23%) | 408.60K Increased by +93.86% | Oct 31, 23 |
| 19 | Fidelity Small Cap Index | 365.69K (1.03%) | 1.17K Increased by +0.32% | Oct 31, 24 |
| 20 | Fidelity Small Cap Growth | 365.22K (1.03%) | -3.40K Decreased by -0.93% | Apr 30, 24 |