| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.68M (15.97%) | -83.85K Decreased by -2.28% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.75M (11.93%) | -42.11K Decreased by -1.53% | Mar 31, 25 |
| 3 | T. Rowe Price Investment Management,Inc. | 2.27M (9.84%) | 2.44K Increased by +0.11% | Mar 31, 25 |
| 4 | Marshfield Associates | 1.85M (8.02%) | 12.54K Increased by +0.68% | Mar 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.48M (6.41%) | -14.19K Decreased by -0.96% | Mar 31, 25 |
| 6 | Burgundy Asset Management Ltd | 1.48M (6.40%) | 217.15K Increased by +14.71% | Mar 31, 25 |
| 7 | Inclusive Capital Partners LP | 975.00K (4.23%) | -680.00K Decreased by -69.74% | Jun 30, 24 |
| 8 | State Street Corp | 899.14K (3.90%) | -35.89K Decreased by -3.99% | Mar 31, 25 |
| 9 | State Street Corporation | 851.33K (3.69%) | 7.11K Increased by +0.84% | Mar 31, 24 |
| 10 | JPMorgan Chase & Co | 798.29K (3.46%) | 346.45K Increased by +43.40% | Sep 30, 24 |
| 11 | Royal Bank of Canada | 645.24K (2.80%) | 56.18K Increased by +8.71% | Mar 31, 25 |
| 12 | Geode Capital Management, LLC | 583.97K (2.53%) | 23.89K Increased by +4.09% | Mar 31, 25 |
| 13 | Van Lanschot Kempen Investment Management NV | 543.97K (2.36%) | -74.31K Decreased by -13.66% | Mar 31, 25 |
| 14 | Disciplined Growth Investors Inc | 474.79K (2.06%) | 39.26K Increased by +8.27% | Mar 31, 25 |
| 15 | Envestnet Asset Management Inc | 397.26K (1.72%) | 15.64K Increased by +3.94% | Dec 31, 24 |
| 16 | Nuveen Asset Management, LLC | 390.54K (1.69%) | 29.77K Increased by +7.62% | Dec 31, 24 |
| 17 | Charles Schwab Investment Management Inc | 327.21K (1.42%) | 2.53K Increased by +0.77% | Mar 31, 25 |
| 18 | Northern Trust Corp | 259.97K (1.13%) | 26.37K Increased by +10.14% | Dec 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 259.88K (1.13%) | -12.00K Decreased by -4.62% | Mar 31, 25 |
| 20 | Bank of New York Mellon Corp | 259.10K (1.12%) | -13.15K Decreased by -5.08% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.48M (6.41%) | -1.37K Decreased by -0.09% | Apr 30, 25 |
| 2 | T. Rowe Price Small-Cap Value | 949.91K (4.12%) | 23.50K Increased by +2.47% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 746.51K (3.24%) | 4.36K Increased by +0.58% | Apr 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 743.05K (3.22%) | 53.53K Increased by +7.20% | Sep 30, 24 |
| 5 | Vanguard Small Cap Index | 586.16K (2.54%) | 4.34K Increased by +0.74% | Apr 30, 25 |
| 6 | T. Rowe Price U.S. SC Value Eq Tr-D | 558.13K (2.42%) | 42.94K Increased by +7.69% | Mar 31, 25 |
| 7 | T. Rowe Price U.S. SC Value Eq Tr-Z | 558.13K (2.42%) | 42.94K Increased by +7.69% | Mar 31, 25 |
| 8 | iShares Russell 2000 ETF | 546.13K (2.37%) | 92.00 Increased by +0.02% | Apr 30, 25 |
| 9 | Kempen (Lux) Global Small-Cap I | 417.68K (1.81%) | 151.98K Increased by +36.39% | Mar 31, 25 |
| 10 | Marshfield Core Value Equity | 413.92K (1.80%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Vanguard Small Cap Value Index Inv | 378.79K (1.64%) | 1.18K Increased by +0.31% | Apr 30, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 378.63K (1.64%) | 405.00 Increased by +0.11% | Apr 30, 25 |
| 13 | DFA US Small Cap Value I | 340.52K (1.48%) | -4.58K Decreased by -1.34% | Mar 31, 25 |
| 14 | Marshfield Concentrated Opportunity | 300.90K (1.31%) | 17.03K Increased by +5.66% | Feb 28, 25 |
| 15 | T. Rowe Price Small-Cap Stock | 262.52K (1.14%) | -57.00 Decreased by -0.02% | Mar 31, 25 |
| 16 | T. Rowe Price US Small-Cap Core Equity | 262.52K (1.14%) | -31.38K Decreased by -11.95% | Mar 31, 25 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 240.04K (1.04%) | 208.00 Increased by +0.09% | Apr 30, 25 |
| 18 | Burgundy Smaller Companies | 222.13K (0.96%) | 5.72K Increased by +2.57% | Apr 30, 25 |
| 19 | Triodos Pioneer Impact EUR R Acc | 220.00K (0.95%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 20 | Fidelity Small Cap Index | 219.34K (0.95%) | 601.00 Increased by +0.27% | Feb 28, 25 |