| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Investment Management Ltd | 4.84M (13.52%) | -262.38K Decreased by -5.42% | Jun 30, 25 |
| 2 | BlackRock Inc | 4.26M (11.89%) | -494.63K Decreased by -11.62% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 3.81M (10.65%) | 37.10K Increased by +0.97% | Jun 30, 25 |
| 4 | Reinhart Mahoney Capital Management Inc | 1.79M (4.99%) | 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 | Earnest Partners LLC | 1.35M (3.76%) | -24.28K Decreased by -1.80% | Jun 30, 25 |
| 7 | Bank of America Corp | 1.33M (3.72%) | -102.07K Decreased by -7.66% | Jun 30, 25 |
| 8 | State Street Corp | 1.31M (3.65%) | -29.63K Decreased by -2.27% | Jun 30, 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 | 1.03M (2.88%) | 13.27K Increased by +1.29% | Jun 30, 25 |
| 12 | Massachusetts Financial Services Company | 882.32K (2.46%) | 215.21K Increased by +24.39% | Sep 30, 24 |
| 13 | Hawk Ridge Management LLC | 791.50K (2.21%) | 791.50K Increased by +100.00% | Jun 30, 25 |
| 14 | SEI Investments Co | 791.12K (2.21%) | -1.52K Decreased by -0.19% | Jun 30, 25 |
| 15 | River Road Asset Management, LLC | 780.46K (2.18%) | -6.79K Decreased by -0.87% | Jun 30, 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. | 615.67K (1.72%) | -87.34K Decreased by -14.19% | Jun 30, 25 |
| 18 | T. Rowe Price Investment Management,Inc. | 520.64K (1.45%) | 14.51K Increased by +2.79% | Mar 31, 25 |
| 19 | Goldman Sachs Group Inc | 513.20K (1.43%) | -585.00 Decreased by -0.11% | Jun 30, 25 |
| 20 | FMR Inc | 509.40K (1.42%) | 8.49K Increased by +1.67% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.16M (3.25%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.05M (2.94%) | -22.50K Decreased by -2.14% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 1.05M (2.94%) | -66.04K Decreased by -6.28% | Sep 30, 24 |
| 4 | Mawer Global Equity A | 1.03M (2.89%) | -18.91K Decreased by -1.83% | Jul 31, 25 |
| 5 | Schwab US Dividend Equity ETF™ | 1.01M (2.83%) | 209.00 Increased by +0.02% | Aug 30, 25 |
| 6 | iShares Russell 2000 ETF | 868.68K (2.43%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | Mawer Global Small Cap A | 851.80K (2.38%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 8 | Vanguard Small Cap Index | 821.35K (2.29%) | -5.51K Decreased by -0.67% | Jul 31, 25 |
| 9 | Manulife Global Equity Class F | 803.40K (2.24%) | -14.72K Decreased by -1.83% | Jul 31, 25 |
| 10 | EARNEST Partners Smid Cap Core Founders | 769.50K (2.15%) | -10.90K Decreased by -1.42% | Aug 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 | 470.68K (1.31%) | -8.53K Decreased by -1.81% | Jul 31, 25 |
| 16 | Fidelity Small Cap America Sr B | 445.46K (1.24%) | 0.00 Increased by 0.00% | Jun 30, 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 | 401.00K (1.12%) | -21.27K Decreased by -5.30% | Jul 31, 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 |