| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Brookfield Corp | 13.01M (12.27%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | BlackRock Inc | 6.85M (6.46%) | -176.51K Decreased by -2.58% | Sep 30, 25 |
| 3 | FMR Inc | 6.50M (6.13%) | -1.24M Decreased by -19.12% | Dec 31, 25 |
| 4 | Vanguard Group Inc | 6.02M (5.68%) | 31.53K Increased by +0.52% | Dec 31, 25 |
| 5 | BMO Capital Markets Corp. | 4.80M (4.52%) | 274.36K Increased by +5.72% | Sep 30, 25 |
| 6 | Bank of Montreal | 4.80M (4.52%) | 274.36K Increased by +5.72% | Sep 30, 25 |
| 7 | Bank of America Corp | 4.35M (4.10%) | 406.49K Increased by +9.35% | Sep 30, 25 |
| 8 | Royal Bank of Canada | 3.66M (3.45%) | -3.60M Decreased by -98.49% | Sep 30, 25 |
| 9 | Principal Financial Group Inc | 3.42M (3.22%) | 33.31K Increased by +0.97% | Sep 30, 25 |
| 10 | Morgan Stanley - Brokerage Accounts | 3.12M (2.95%) | 590.70K Increased by +18.91% | Sep 30, 25 |
| 11 | Brown Advisory Holdings Inc | 2.82M (2.66%) | -92.16K Decreased by -3.26% | Dec 31, 25 |
| 12 | HighTower Advisors, LLC | 2.59M (2.45%) | 59.21K Increased by +2.28% | Dec 31, 25 |
| 13 | Confluence Investment Management LLC | 2.23M (2.10%) | -44.78K Decreased by -2.01% | Dec 31, 24 |
| 14 | State Street Corporation | 1.96M (1.85%) | 38.57K Increased by +1.96% | Mar 31, 24 |
| 15 | State Street Corp | 1.96M (1.84%) | -21.10K Decreased by -1.08% | Sep 30, 25 |
| 16 | TD Global Investment Solutions – TD Epoch | 1.77M (1.67%) | -25.24K Decreased by -1.42% | Jun 30, 25 |
| 17 | Geode Capital Management, LLC | 1.58M (1.49%) | -7.41K Decreased by -0.47% | Dec 31, 25 |
| 18 | NORGES BANK | 1.56M (1.48%) | 16.11K Increased by +1.03% | Dec 31, 25 |
| 19 | Capital Research Global Investors | 1.42M (1.34%) | -734.67K Decreased by -51.75% | Sep 30, 23 |
| 20 | Atlantic Trust Group, LLC | 1.41M (1.33%) | -73.26K Decreased by -5.19% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Small Cap Value | 3.30M (3.11%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 2 | iShares Russell 2000 ETF | 2.96M (2.79%) | 318.03K Increased by +10.76% | Feb 28, 26 |
| 3 | BlackRock Global Equity Mkt Netrl Instl | 2.03M (1.91%) | -449.72K Decreased by -22.19% | Feb 28, 26 |
| 4 | Vanguard Total Intl Stock Index Inv | 1.74M (1.64%) | 9.29K Increased by +0.53% | Feb 28, 26 |
| 5 | Principal Aligned SMA MidCap Equity | 1.66M (1.57%) | -32.89K Decreased by -1.98% | Feb 28, 26 |
| 6 | Fidelity Small Cap Value Fund | 1.63M (1.53%) | -280.00K Decreased by -17.22% | Dec 31, 25 |
| 7 | Confluence Equity Income | 1.56M (1.47%) | -204.37K Decreased by -13.09% | Dec 31, 24 |
| 8 | American Funds SMALLCAP World A | 1.30M (1.23%) | -697.00K Decreased by -53.63% | Sep 30, 23 |
| 9 | Fidelity® Series Small Cap Opps | 1.26M (1.19%) | 31.30K Increased by +2.49% | Oct 31, 23 |
| 10 | Fidelity Stock Selector Small Cap | 1.25M (1.18%) | 18.61K Increased by +1.49% | Dec 31, 25 |
| 11 | Fidelity Small Cap Index | 1.18M (1.11%) | -35.36K Decreased by -2.99% | Dec 31, 25 |
| 12 | Fidelity® Small Cap Discovery | 1.16M (1.09%) | -11.50K Decreased by -0.99% | Oct 31, 23 |
| 13 | Fidelity® Small Cap Index | 1.16M (1.09%) | 229.21K Increased by +19.80% | Oct 31, 23 |
| 14 | Vanguard Developed Markets Index Admiral | 1.14M (1.08%) | 10.54K Increased by +0.92% | Feb 28, 26 |
| 15 | iShares Russell 2000 Value ETF | 1.04M (0.98%) | 797.11K Increased by +76.44% | Feb 28, 26 |
| 16 | Fidelity Series Small Cap Opps | 971.72K (0.92%) | -3.51K Decreased by -0.36% | Dec 31, 25 |
| 17 | Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 872.78K (0.82%) | -15.54K Decreased by -1.78% | Feb 28, 26 |
| 18 | NB MAG All Cap Core - Combined | 772.16K (0.73%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | TD US Large-Cap Value - A | 733.71K (0.69%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Fidelity® Stock Selector Small Cap | 727.40K (0.69%) | 0.00 Increased by 0.00% | Oct 31, 23 |