| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.70M (17.53%) | 147.31K Increased by +3.98% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 2.56M (12.14%) | -43.44K Decreased by -1.69% | Dec 31, 25 |
| 3 | Burgundy Asset Management Ltd | 1.52M (7.18%) | -7.98K Decreased by -0.53% | Sep 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 1.46M (6.91%) | 7.35K Increased by +0.50% | Mar 31, 26 |
| 5 | Vanguard Portfolio Management, LLC | 1.42M (6.72%) | 1.42M Increased by +100.00% | Mar 31, 26 |
| 6 | BMO Capital Markets Corp. | 1.41M (6.67%) | -59.50K Decreased by -4.23% | Mar 31, 26 |
| 7 | Bank of Montreal | 1.41M (6.67%) | -59.50K Decreased by -4.23% | Mar 31, 26 |
| 8 | Vanguard Capital Management, LLC | 979.76K (4.64%) | 979.76K Increased by +100.00% | Mar 31, 26 |
| 9 | Inclusive Capital Partners LP | 975.00K (4.62%) | -680.00K Decreased by -69.74% | Jun 30, 24 |
| 10 | State Street Corp | 876.35K (4.15%) | -4.74K Decreased by -0.54% | Mar 31, 26 |
| 11 | State Street Corporation | 851.33K (4.03%) | 7.11K Increased by +0.84% | Mar 31, 24 |
| 12 | T. Rowe Price Investment Management,Inc. | 808.47K (3.83%) | -1.33M Decreased by -164.94% | Mar 31, 26 |
| 13 | JPMorgan Chase & Co | 798.29K (3.78%) | 346.45K Increased by +43.40% | Sep 30, 24 |
| 14 | Marshfield Associates | 792.93K (3.76%) | -685.59K Decreased by -86.46% | Mar 31, 26 |
| 15 | Geode Capital Management, LLC | 591.33K (2.80%) | -17.71K Decreased by -2.99% | Mar 31, 26 |
| 16 | Disciplined Growth Investors Inc | 474.79K (2.25%) | 39.26K Increased by +8.27% | Mar 31, 25 |
| 17 | The Goldman Sachs Group Inc | 465.84K (2.21%) | 236.77K Increased by +50.83% | Mar 31, 26 |
| 18 | Arrowstreet Capital Limited Partnership | 454.51K (2.15%) | 106.49K Increased by +23.43% | Mar 31, 26 |
| 19 | Envestnet Asset Management Inc | 449.58K (2.13%) | 26.03K Increased by +5.79% | Jun 30, 25 |
| 20 | Qube Research & Technologies | 437.63K (2.07%) | 277.64K Increased by +63.44% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.35M (6.38%) | 234.00 Increased by +0.02% | Jun 30, 26 |
| 2 | Vanguard US Total Market Shares ETF | 743.05K (3.52%) | 53.53K Increased by +7.20% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 651.22K (3.08%) | -25.38K Decreased by -3.90% | Jun 30, 26 |
| 4 | iShares Russell 2000 ETF | 570.79K (2.70%) | 3.40K Increased by +0.60% | Jun 30, 26 |
| 5 | T. Rowe Price U.S. SC Value Eq Tr-Z | 558.13K (2.64%) | 42.94K Increased by +7.69% | Mar 31, 25 |
| 6 | Vanguard Small Cap Index | 465.66K (2.21%) | -19.61K Decreased by -4.21% | Jun 30, 26 |
| 7 | DFA US Small Cap Value I | 338.38K (1.60%) | 0.00 Increased by 0.00% | May 31, 26 |
| 8 | T. Rowe Price Small-Cap Value | 308.74K (1.46%) | -13.91K Decreased by -4.51% | Jun 30, 26 |
| 9 | Vanguard Small Cap Value Index Inv | 296.51K (1.40%) | -16.85K Decreased by -5.68% | Jun 30, 26 |
| 10 | Marshfield Concentrated Opportunity | 279.91K (1.33%) | -54.96K Decreased by -19.63% | Nov 30, 25 |
| 11 | T. Rowe Price Small-Cap Stock | 262.52K (1.24%) | -57.00 Decreased by -0.02% | Mar 31, 25 |
| 12 | T. Rowe Price US Small-Cap Core Equity | 262.52K (1.24%) | -31.38K Decreased by -11.95% | Mar 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 256.67K (1.22%) | -6.18K Decreased by -2.41% | Jun 30, 26 |
| 14 | Fidelity Small Cap Index | 227.93K (1.08%) | 2.09K Increased by +0.92% | Apr 30, 26 |
| 15 | Triodos Pioneer Impact EUR R Acc | 220.00K (1.04%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 16 | Fidelity® Small Cap Index | 218.70K (1.04%) | 5.98K Increased by +2.74% | Oct 31, 23 |
| 17 | T. Rowe Price U.S. SC Core Eq Tr-Z | 217.56K (1.03%) | -42.67K Decreased by -19.61% | Jun 30, 24 |
| 18 | iShares Russell 2000 Value ETF | 213.51K (1.01%) | -1.48K Decreased by -0.69% | Jun 30, 26 |
| 19 | Lightrock Global Small-Cap R EUR Acc | 212.36K (1.01%) | -18.00K Decreased by -8.48% | Feb 28, 26 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 210.10K (1.00%) | 2.51K Increased by +1.19% | Aug 29, 25 |