| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Investment Management Ltd | 5.22M (14.60%) | 27.60K Increased by +0.53% | Dec 31, 24 |
| 2 | BlackRock Inc | 5.17M (14.48%) | -110.86K Decreased by -2.14% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 4.01M (11.22%) | 167.56K Increased by +4.18% | Dec 31, 24 |
| 4 | Reinhart Mahoney Capital Management Inc | 1.48M (4.15%) | 312.22K Increased by +21.04% | Mar 31, 25 |
| 5 | State Street Corp | 1.35M (3.77%) | 58.35K Increased by +4.34% | Dec 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 1.33M (3.73%) | 71.29K Increased by +5.35% | Dec 31, 24 |
| 7 | Earnest Partners LLC | 1.33M (3.71%) | 47.73K Increased by +3.60% | Dec 31, 24 |
| 8 | State Street Corporation | 1.26M (3.53%) | 33.84K Increased by +2.68% | Mar 31, 24 |
| 9 | First Trust Advisors L.P. | 1.07M (3.01%) | 377.60K Increased by +35.14% | Dec 31, 24 |
| 10 | Bank of America Corp | 1.05M (2.94%) | -79.21K Decreased by -7.55% | Dec 31, 24 |
| 11 | Massachusetts Financial Services Company | 882.32K (2.47%) | 215.21K Increased by +24.39% | Sep 30, 24 |
| 12 | Geode Capital Management, LLC | 832.15K (2.33%) | -136.48K Decreased by -16.40% | Dec 31, 24 |
| 13 | SEI Investments Co | 785.13K (2.20%) | 42.79K Increased by +5.45% | Dec 31, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 691.12K (1.93%) | 7.26K Increased by +1.05% | Dec 31, 24 |
| 15 | River Road Asset Management, LLC | 612.99K (1.72%) | 612.99K Increased by +100.00% | Dec 31, 24 |
| 16 | Northern Trust Corp | 519.61K (1.45%) | 64.54K Increased by +12.42% | Dec 31, 24 |
| 17 | Fidelity International Ltd | 517.61K (1.45%) | 11.51K Increased by +2.22% | Dec 31, 24 |
| 18 | FMR Inc | 509.40K (1.43%) | 8.49K Increased by +1.67% | Mar 31, 24 |
| 19 | T. Rowe Price Investment Management,Inc. | 506.13K (1.42%) | 506.13K Increased by +100.00% | Dec 31, 24 |
| 20 | Jacobs Levy Equity Management, Inc. | 502.33K (1.41%) | 28.62K Increased by +5.70% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Global Equity A | 1.24M (3.46%) | -15.46K Decreased by -1.25% | Feb 28, 25 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.16M (3.24%) | 3.22K Increased by +0.28% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.05M (2.95%) | -77.61K Decreased by -7.37% | Mar 31, 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™ | 981.06K (2.75%) | 760.00 Increased by +0.08% | Mar 29, 25 |
| 6 | iShares Russell 2000 ETF | 946.35K (2.65%) | -8.20K Decreased by -0.87% | Mar 31, 25 |
| 7 | Manulife Global Equity Class F | 898.96K (2.52%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 8 | Mawer Global Small Cap A | 851.80K (2.38%) | 56.10K Increased by +6.59% | Feb 28, 25 |
| 9 | Vanguard Small Cap Index | 836.89K (2.34%) | -69.75K Decreased by -8.33% | Mar 31, 25 |
| 10 | EARNEST Partners Smid Cap Core Founders | 729.50K (2.04%) | -4.07K Decreased by -0.56% | Mar 31, 25 |
| 11 | MFS Core Equity A | 577.59K (1.62%) | -21.30K Decreased by -3.69% | Sep 30, 24 |
| 12 | MFS Research Equity - Industry Neutral | 577.59K (1.62%) | 159.69K Increased by +27.65% | Sep 30, 24 |
| 13 | Vanguard Small Cap Value Index Inv | 542.09K (1.52%) | -55.12K Decreased by -10.17% | Mar 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 540.65K (1.51%) | 2.50K Increased by +0.46% | Mar 31, 25 |
| 15 | Vanguard Small Cap Growth Index Inv | 504.38K (1.41%) | 539.00 Increased by +0.11% | Jan 31, 24 |
| 16 | Manulife Global Balanced FT | 499.21K (1.40%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 17 | Fidelity Small Cap America Sr B | 495.46K (1.39%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | T. Rowe Price US Smlr Cm Eq A USD | 495.39K (1.39%) | -9.81K Decreased by -1.98% | Feb 28, 25 |
| 19 | Fidelity® Small Cap Value | 435.35K (1.22%) | 408.60K Increased by +93.86% | Oct 31, 23 |
| 20 | Mawer Global Equity Pooled Fund | 426.50K (1.19%) | 0.00 Increased by 0.00% | Feb 28, 25 |