| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.28M (14.94%) | 69.80K Increased by +1.32% | Sep 30, 24 |
| 2 | Mawer Investment Management Ltd | 5.19M (14.68%) | 1.49K Increased by +0.03% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 3.84M (10.86%) | -140.63K Decreased by -3.66% | Sep 30, 24 |
| 4 | Charles Schwab Investment Management Inc | 1.33M (3.77%) | 71.29K Increased by +5.35% | Dec 31, 24 |
| 5 | State Street Corp | 1.29M (3.64%) | 11.12K Increased by +0.86% | Sep 30, 24 |
| 6 | Earnest Partners LLC | 1.28M (3.62%) | -44.64K Decreased by -3.49% | Sep 30, 24 |
| 7 | State Street Corporation | 1.26M (3.57%) | 33.84K Increased by +2.68% | Mar 31, 24 |
| 8 | Reinhart Mahoney Capital Management Inc | 1.17M (3.31%) | 89.81K Increased by +7.66% | Dec 31, 24 |
| 9 | Bank of America Corp | 1.13M (3.19%) | 44.09K Increased by +3.91% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 968.63K (2.74%) | 138.84K Increased by +14.33% | Sep 30, 24 |
| 11 | Massachusetts Financial Services Company | 882.32K (2.50%) | 215.21K Increased by +24.39% | Sep 30, 24 |
| 12 | SEI Investments Co | 742.34K (2.10%) | 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 | River Road Asset Management, LLC | 612.99K (1.73%) | 612.99K Increased by +100.00% | Dec 31, 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 | Northern Trust Corp | 455.07K (1.29%) | -351.00 Decreased by -0.08% | Sep 30, 24 |
| 20 | Copeland Capital Management, LLC | 449.62K (1.27%) | -21.40K Decreased by -4.76% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Global Equity A | 1.67M (4.73%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.16M (3.28%) | -304.00 Decreased by -0.03% | Jan 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.13M (3.19%) | 84.04K Increased by +7.46% | Dec 31, 24 |
| 4 | First Trust SMID Cp Rising Div Achv ETF | 1.10M (3.12%) | 2.47K Increased by +0.22% | Jan 30, 25 |
| 5 | iShares Russell 2000 ETF | 981.92K (2.78%) | -7.45K Decreased by -0.76% | Jan 31, 25 |
| 6 | Schwab US Dividend Equity ETF™ | 921.11K (2.60%) | 882.00 Increased by +0.10% | Jan 31, 25 |
| 7 | Manulife Global Equity Class F | 908.60K (2.57%) | 26.98K Increased by +2.97% | Dec 31, 24 |
| 8 | Vanguard Small Cap Index | 904.30K (2.56%) | 52.50K Increased by +5.81% | Dec 31, 24 |
| 9 | Mawer Global Small Cap A | 795.70K (2.25%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | EARNEST Partners Smid Cap Core Founders | 743.63K (2.10%) | -3.28K Decreased by -0.44% | Jan 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 600.37K (1.70%) | 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 (1.43%) | 539.00 Increased by +0.11% | Jan 31, 24 |
| 16 | Manulife Global Balanced FT | 499.21K (1.41%) | 8.00K Increased by +1.60% | Dec 31, 24 |
| 17 | Fidelity Small Cap America Sr B | 495.46K (1.40%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | T. Rowe Price US Smlr Cm Eq A USD | 440.10K (1.24%) | 440.10K Increased by +100.00% | Dec 31, 24 |
| 19 | Fidelity® Small Cap Value | 435.35K (1.23%) | 408.60K Increased by +93.86% | Oct 31, 23 |
| 20 | Fidelity Small Cap Growth | 365.22K (1.03%) | -3.40K Decreased by -0.93% | Apr 30, 24 |