| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mawer Investment Management Ltd | 5.10M (14.26%) | -115.07K Decreased by -2.26% | Mar 31, 25 |
| 2 | BlackRock Inc | 4.75M (13.27%) | -423.03K Decreased by -8.91% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 3.78M (10.55%) | -232.62K Decreased by -6.16% | Mar 31, 25 |
| 4 | Reinhart Mahoney Capital Management Inc | 1.79M (4.99%) | 302.89K Increased by +16.95% | Jun 30, 25 |
| 5 | Bank of America Corp | 1.43M (4.01%) | 384.38K Increased by +26.81% | Mar 31, 25 |
| 6 | Charles Schwab Investment Management Inc | 1.41M (3.94%) | 78.89K Increased by +5.59% | 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 (2.21%) | 7.51K Increased by +0.95% | Mar 31, 25 |
| 14 | River Road Asset Management, LLC | 787.25K (2.20%) | 174.26K Increased by +22.14% | Mar 31, 25 |
| 15 | Dimensional Fund Advisors, Inc. | 748.37K (2.09%) | 57.25K Increased by +7.65% | Mar 31, 25 |
| 16 | Jacobs Levy Equity Management, Inc. | 703.01K (1.96%) | 200.69K Increased by +28.55% | Mar 31, 25 |
| 17 | Northern Trust Corp | 521.65K (1.46%) | 2.04K Increased by +0.39% | Mar 31, 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 | 513.78K (1.44%) | 180.56K Increased by +35.14% | Mar 31, 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%) | 608.00 Increased by +0.05% | Jun 30, 25 |
| 2 | Mawer Global Equity A | 1.10M (3.06%) | -19.29K Decreased by -1.76% | May 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.07M (2.99%) | 911.00 Increased by +0.09% | May 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™ | 1.01M (2.83%) | 247.00 Increased by +0.02% | Jun 28, 25 |
| 6 | iShares Russell 2000 ETF | 899.45K (2.51%) | 6.23K Increased by +0.69% | Jun 30, 25 |
| 7 | Mawer Global Small Cap A | 851.80K (2.38%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Manulife Global Equity Class F | 850.74K (2.38%) | -22.35K Decreased by -2.63% | May 31, 25 |
| 9 | Vanguard Small Cap Index | 844.35K (2.36%) | 3.13K Increased by +0.37% | May 31, 25 |
| 10 | EARNEST Partners Smid Cap Core Founders | 742.85K (2.08%) | 21.29K Increased by +2.87% | Jun 30, 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 Institutional Extnd Mkt Idx Tr | 548.95K (1.53%) | 3.84K Increased by +0.70% | May 31, 25 |
| 14 | Vanguard Small Cap Value Index Inv | 543.31K (1.52%) | -475.00 Decreased by -0.09% | May 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 | 479.21K (1.34%) | -20.00K Decreased by -4.17% | May 31, 25 |
| 17 | Fidelity Small Cap America Sr B | 445.46K (1.24%) | -50.00K Decreased by -11.22% | Mar 31, 25 |
| 18 | Fidelity® Small Cap Value | 435.35K (1.22%) | 408.60K Increased by +93.86% | Oct 31, 23 |
| 19 | Mawer Global Equity Pooled Fund | 429.30K (1.20%) | 2.80K Increased by +0.65% | May 31, 25 |
| 20 | Fidelity Small Cap Growth | 365.22K (1.02%) | -3.40K Decreased by -0.93% | Apr 30, 24 |