| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.40M (13.65%) | 491.54K Increased by +20.47% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 1.70M (9.66%) | -11.35K Decreased by -0.67% | Dec 31, 25 |
| 3 | Victory Capital Management Inc. | 1.65M (9.41%) | 169.96K Increased by +10.28% | Mar 31, 26 |
| 4 | Dimensional Fund Advisors, Inc. | 1.45M (8.23%) | 154.44K Increased by +10.67% | Mar 31, 26 |
| 5 | Burgundy Asset Management Ltd | 885.86K (5.04%) | -4.50K Decreased by -0.51% | Sep 30, 25 |
| 6 | Diamant Asset Management Inc | 884.41K (5.03%) | 878.50K Increased by +99.33% | Mar 31, 26 |
| 7 | BMO Capital Markets Corp. | 824.33K (4.69%) | -39.02K Decreased by -4.73% | Mar 31, 26 |
| 8 | Bank of Montreal | 824.33K (4.69%) | -39.02K Decreased by -4.73% | Mar 31, 26 |
| 9 | Vanguard Portfolio Management, LLC | 816.13K (4.64%) | 816.13K Increased by +100.00% | Mar 31, 26 |
| 10 | Vanguard Capital Management, LLC | 757.95K (4.31%) | 757.95K Increased by +100.00% | Mar 31, 26 |
| 11 | LSV Asset Management | 724.73K (4.12%) | -20.80K Decreased by -2.87% | Mar 31, 26 |
| 12 | State Street Corporation | 644.62K (3.67%) | 22.94K Increased by +3.56% | Mar 31, 24 |
| 13 | State Street Corp | 635.66K (3.61%) | 2.79K Increased by +0.44% | Mar 31, 26 |
| 14 | FMR Inc | 614.76K (3.50%) | -9.08K Decreased by -1.48% | Jun 30, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 577.67K (3.28%) | 21.54K Increased by +3.73% | Mar 31, 26 |
| 16 | Charles Schwab Investment Management Inc | 572.30K (3.25%) | 421.13K Increased by +73.59% | Mar 31, 26 |
| 17 | Bank of America Corp | 463.78K (2.64%) | 19.85K Increased by +4.28% | Mar 31, 26 |
| 18 | AQR Capital Management LLC | 459.64K (2.61%) | -249.53K Decreased by -54.29% | Mar 31, 26 |
| 19 | Gamco Investors, Inc. Et Al | 395.00K (2.25%) | -1.01K Decreased by -0.26% | Mar 31, 26 |
| 20 | Bank of New York Mellon Corp | 388.98K (2.21%) | 13.21K Increased by +3.40% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Victory Sycamore Established Value R | 1.20M (6.80%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 2 | Vanguard US Total Market Shares ETF | 639.36K (3.64%) | 427.00 Increased by +0.07% | Sep 30, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 626.64K (3.56%) | -2.83K Decreased by -0.45% | Jun 30, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 522.71K (2.97%) | -2.42K Decreased by -0.46% | Jun 30, 26 |
| 5 | Schwab US Dividend Equity ETF™ | 468.62K (2.66%) | 735.00 Increased by +0.16% | Jun 30, 26 |
| 6 | 1290 VT GAMCO Small Company Value IB | 393.00K (2.23%) | 0.00 Increased by 0.00% | May 31, 26 |
| 7 | iShares Select Dividend ETF | 392.43K (2.23%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 8 | Vanguard Small Cap Index | 376.81K (2.14%) | -2.54K Decreased by -0.67% | Jun 30, 26 |
| 9 | Vanguard Small Cap Value Index Inv | 239.29K (1.36%) | -4.80K Decreased by -2.01% | Jun 30, 26 |
| 10 | Dimensional US Targeted Value ETF | 216.60K (1.23%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 11 | DFA US Targeted Value I | 213.80K (1.22%) | 8.25K Increased by +3.86% | May 31, 26 |
| 12 | Fidelity Value | 212.00K (1.21%) | -4.60K Decreased by -2.17% | Jul 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 211.48K (1.20%) | 3.24K Increased by +1.53% | Jun 30, 26 |
| 14 | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | 187.71K (1.07%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 15 | American Century Small Cap Value Inv | 185.00K (1.05%) | 20.00K Increased by +10.81% | Dec 31, 24 |
| 16 | American Century U.S. Small Cap Value | 185.00K (1.05%) | 20.00K Increased by +10.81% | Dec 31, 24 |
| 17 | SPDR® S&P MIDCAP 400 ETF Trust | 141.92K (0.81%) | -3.55K Decreased by -2.50% | Jul 31, 25 |
| 18 | State Street® SPDR® S&P MIDCAP 400® ETF | 141.65K (0.81%) | 3.49K Increased by +2.46% | Jun 30, 26 |
| 19 | T. Rowe Price Integrated US Sm Gr Eq | 136.50K (0.78%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | WisdomTree US MidCap Dividend ETF | 130.97K (0.74%) | 0.00 Increased by 0.00% | Jun 30, 26 |