| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.98M (16.79%) | -321.06K Decreased by -8.08% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 2.94M (12.40%) | 37.96K Increased by +1.29% | Sep 30, 24 |
| 3 | TD Asset Management Inc | 1.79M (7.57%) | 215.54K Increased by +12.01% | Jun 30, 24 |
| 4 | LSV Asset Management | 1.71M (7.24%) | -73.50K Decreased by -4.29% | Sep 30, 24 |
| 5 | Copeland Capital Management, LLC | 1.60M (6.76%) | -14.28K Decreased by -0.89% | Sep 30, 24 |
| 6 | First Trust Advisors L.P. | 1.30M (5.48%) | 411.32K Increased by +31.66% | Jun 30, 24 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.11M (4.69%) | -111.37K Decreased by -10.02% | Jun 30, 24 |
| 8 | TD Global Investment Solutions – TD Epoch | 1.09M (4.58%) | 201.39K Increased by +18.55% | Jun 30, 24 |
| 9 | State Street Corp | 953.65K (4.03%) | 1.74K Increased by +0.18% | Jun 30, 24 |
| 10 | State Street Corporation | 951.91K (4.02%) | 17.64K Increased by +1.85% | Mar 31, 24 |
| 11 | Brown Advisory Holdings Inc | 909.20K (3.84%) | 16.11K Increased by +1.77% | Sep 30, 24 |
| 12 | Wellington Management Company LLP | 892.67K (3.77%) | -44.20K Decreased by -4.95% | Jun 30, 24 |
| 13 | Bank of New York Mellon Corp | 835.76K (3.53%) | -188.22K Decreased by -22.52% | Jun 30, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 829.22K (3.50%) | -40.25K Decreased by -4.85% | Sep 30, 24 |
| 15 | FMR Inc | 791.83K (3.34%) | 790.79K Increased by +99.87% | Mar 31, 24 |
| 16 | Trigran Investments Inc | 751.35K (3.17%) | -583.29K Decreased by -77.63% | Sep 30, 24 |
| 17 | Royce & Associates, LP | 704.23K (2.97%) | -9.20K Decreased by -1.31% | Sep 30, 24 |
| 18 | Millennium Management LLC | 646.94K (2.73%) | -543.37K Decreased by -83.99% | Sep 30, 23 |
| 19 | Renaissance Technologies Corp | 583.30K (2.46%) | -305.70K Decreased by -52.41% | Dec 31, 23 |
| 20 | BTIM Corp | 575.18K (2.43%) | -16.23K Decreased by -2.82% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.56M (6.58%) | 1.63K Increased by +0.10% | Oct 31, 24 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.37M (5.79%) | 5.99K Increased by +0.44% | Aug 29, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 814.45K (3.44%) | 1.17K Increased by +0.14% | Oct 31, 24 |
| 4 | TD U.S. Capital Reinvestment I | 778.18K (3.29%) | -35.94K Decreased by -4.62% | Jun 30, 24 |
| 5 | iShares Russell 2000 ETF | 647.96K (2.74%) | -1.46K Decreased by -0.22% | Oct 31, 24 |
| 6 | Vanguard Small Cap Index | 622.73K (2.63%) | 1.20K Increased by +0.19% | Oct 31, 24 |
| 7 | Brown Advisory Small-Cap Fdmtl Val Inv | 544.54K (2.30%) | -4.78K Decreased by -0.88% | Oct 31, 24 |
| 8 | Delaware Ivy Mid Cap Growth A | 540.08K (2.28%) | -357.47K Decreased by -66.19% | Jun 30, 23 |
| 9 | Kingsview Volume Factor Dividend Tree | 514.20K (2.17%) | 514.20K Increased by +100.00% | Mar 31, 24 |
| 10 | Royce Small-Cap Quality Value Composite | 504.08K (2.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Royce Small-Cap Total Return Invmt | 504.08K (2.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 376.95K (1.59%) | 5.13K Increased by +1.36% | Sep 30, 24 |
| 13 | Fidelity Contrafund | 374.43K (1.58%) | 288.44K Increased by +77.04% | Mar 31, 24 |
| 14 | Invenomic Institutional | 284.71K (1.20%) | -50.81K Decreased by -17.85% | Jul 31, 24 |
| 15 | Fidelity Small Cap Index | 256.84K (1.08%) | -5.80K Decreased by -2.26% | Aug 31, 24 |
| 16 | Fidelity® Small Cap Index | 238.61K (1.01%) | 6.28K Increased by +2.63% | Oct 31, 23 |
| 17 | Boston Trust Walden Small Cap | 235.17K (0.99%) | -1.88K Decreased by -0.80% | Oct 31, 24 |
| 18 | TD Epoch U.S. Quality Capital Reinvestmt | 232.16K (0.98%) | 42.73K Increased by +18.41% | Jun 30, 24 |
| 19 | TD Global Capital Reinvestment - I | 232.16K (0.98%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 215.47K (0.91%) | 1.64K Increased by +0.76% | Oct 31, 24 |