| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.70M (17.23%) | 147.31K Increased by +3.98% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 2.56M (11.93%) | -43.44K Decreased by -1.69% | Dec 31, 25 |
| 3 | Burgundy Asset Management Ltd | 1.52M (7.06%) | -7.98K Decreased by -0.53% | Sep 30, 25 |
| 4 | Dimensional Fund Advisors, Inc. | 1.46M (6.79%) | 7.35K Increased by +0.50% | Mar 31, 26 |
| 5 | Vanguard Portfolio Management, LLC | 1.42M (6.61%) | 1.42M Increased by +100.00% | Mar 31, 26 |
| 6 | BMO Capital Markets Corp. | 1.41M (6.55%) | -59.50K Decreased by -4.23% | Mar 31, 26 |
| 7 | Bank of Montreal | 1.41M (6.55%) | -59.50K Decreased by -4.23% | Mar 31, 26 |
| 8 | Vanguard Capital Management, LLC | 979.76K (4.56%) | 979.76K Increased by +100.00% | Mar 31, 26 |
| 9 | Inclusive Capital Partners LP | 975.00K (4.54%) | -680.00K Decreased by -69.74% | Jun 30, 24 |
| 10 | State Street Corp | 876.35K (4.08%) | -4.74K Decreased by -0.54% | Mar 31, 26 |
| 11 | State Street Corporation | 851.33K (3.96%) | 7.11K Increased by +0.84% | Mar 31, 24 |
| 12 | T. Rowe Price Investment Management,Inc. | 808.47K (3.76%) | -1.33M Decreased by -164.94% | Mar 31, 26 |
| 13 | JPMorgan Chase & Co | 798.29K (3.72%) | 346.45K Increased by +43.40% | Sep 30, 24 |
| 14 | Marshfield Associates | 792.93K (3.69%) | -685.59K Decreased by -86.46% | Mar 31, 26 |
| 15 | Geode Capital Management, LLC | 591.33K (2.75%) | -17.71K Decreased by -2.99% | Mar 31, 26 |
| 16 | Disciplined Growth Investors Inc | 474.79K (2.21%) | 39.26K Increased by +8.27% | Mar 31, 25 |
| 17 | The Goldman Sachs Group Inc | 465.84K (2.17%) | 236.77K Increased by +50.83% | Mar 31, 26 |
| 18 | Arrowstreet Capital Limited Partnership | 454.51K (2.12%) | 106.49K Increased by +23.43% | Mar 31, 26 |
| 19 | Envestnet Asset Management Inc | 449.58K (2.09%) | 26.03K Increased by +5.79% | Jun 30, 25 |
| 20 | Qube Research & Technologies | 437.63K (2.04%) | 277.64K Increased by +63.44% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.41M (6.56%) | 545.00 Increased by +0.04% | May 29, 26 |
| 2 | Vanguard US Total Market Shares ETF | 743.05K (3.46%) | 53.53K Increased by +7.20% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 684.88K (3.19%) | 2.75K Increased by +0.40% | Apr 30, 26 |
| 4 | T. Rowe Price U.S. SC Value Eq Tr-Z | 558.13K (2.60%) | 42.94K Increased by +7.69% | Mar 31, 25 |
| 5 | iShares Russell 2000 ETF | 549.09K (2.56%) | 5.10K Increased by +0.93% | May 29, 26 |
| 6 | Vanguard Small Cap Index | 487.81K (2.27%) | 368.00 Increased by +0.08% | Apr 30, 26 |
| 7 | DFA US Small Cap Value I | 338.38K (1.57%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 8 | T. Rowe Price Small-Cap Value | 322.65K (1.50%) | -96.00K Decreased by -29.75% | Apr 30, 26 |
| 9 | Vanguard Small Cap Value Index Inv | 313.13K (1.46%) | 2.61K Increased by +0.83% | Apr 30, 26 |
| 10 | T. Rowe Price U.S. SC Value Eq Tr-D | 292.63K (1.36%) | -228.33K Decreased by -78.03% | Mar 31, 26 |
| 11 | Marshfield Concentrated Opportunity | 279.91K (1.30%) | -54.96K Decreased by -19.63% | Nov 30, 25 |
| 12 | T. Rowe Price Small-Cap Stock | 262.52K (1.22%) | -57.00 Decreased by -0.02% | Mar 31, 25 |
| 13 | T. Rowe Price US Small-Cap Core Equity | 262.52K (1.22%) | -31.38K Decreased by -11.95% | Mar 31, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 261.87K (1.22%) | 2.38K Increased by +0.91% | Apr 30, 26 |
| 15 | Fidelity Small Cap Index | 225.85K (1.05%) | -3.85K Decreased by -1.71% | Mar 31, 26 |
| 16 | Kempen (Lux) Global Small-Cap I | 225.83K (1.05%) | -51.27K Decreased by -22.71% | Dec 31, 25 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 223.10K (1.04%) | 0.00 Increased by 0.00% | May 29, 26 |
| 18 | Burgundy Smaller Companies | 221.15K (1.03%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 19 | Burgundy US Small Cap Value Composite | 221.15K (1.03%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | Triodos Pioneer Impact EUR R Acc | 220.00K (1.02%) | 0.00 Increased by 0.00% | Apr 30, 26 |