| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.89M (15.01%) | 411.55K Increased by +5.97% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 5.58M (12.15%) | 217.45K Increased by +3.90% | Dec 31, 25 |
| 3 | Turtle Creek Asset Management Inc. | 4.60M (10.03%) | 1.81M Increased by +39.34% | Sep 30, 25 |
| 4 | EdgePoint Investment | 2.28M (4.97%) | 1.50K Increased by +0.07% | Dec 31, 25 |
| 5 | EdgePoint Investment Group, Inc. | 2.28M (4.96%) | 267.14K Increased by +11.72% | Jun 30, 25 |
| 6 | State Street Corp | 1.94M (4.22%) | 149.44K Increased by +7.71% | Sep 30, 25 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.80M (3.92%) | 556.52K Increased by +30.91% | Sep 30, 25 |
| 8 | State Street Corporation | 1.76M (3.84%) | -52.54K Decreased by -2.98% | Mar 31, 24 |
| 9 | Park West Asset Management LLC | 1.41M (3.07%) | 1.41M Increased by +100.00% | Dec 31, 25 |
| 10 | Amvescap Plc. | 1.40M (3.05%) | 399.34K Increased by +28.47% | Sep 30, 25 |
| 11 | Harspring Capital Management LLC | 1.40M (3.05%) | 527.50K Increased by +37.61% | Dec 31, 25 |
| 12 | Newtyn Management LLC | 1.40M (3.05%) | 700.00K Increased by +50.00% | Dec 31, 25 |
| 13 | Magnolia Group, LLC | 1.25M (2.71%) | -26.00K Decreased by -2.09% | Dec 31, 25 |
| 14 | Hood River Capital Management LLC | 1.21M (2.64%) | -224.94K Decreased by -18.56% | Mar 31, 25 |
| 15 | Geode Capital Management, LLC | 1.18M (2.57%) | 31.72K Increased by +2.69% | Dec 31, 25 |
| 16 | First Trust Advisors L.P. | 1.18M (2.56%) | 547.19K Increased by +46.47% | Dec 31, 25 |
| 17 | Bank of America Corp | 1.15M (2.50%) | 970.37K Increased by +84.64% | Sep 30, 25 |
| 18 | JPMorgan Chase & Co | 1.08M (2.35%) | 964.52K Increased by +89.35% | Sep 30, 25 |
| 19 | MIG Capital, LLC | 1.03M (2.24%) | 66.20K Increased by +6.43% | Jun 30, 25 |
| 20 | Brown Advisory Holdings Inc | 1.01M (2.19%) | -447.78K Decreased by -44.50% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.88M (6.28%) | 73.64K Increased by +2.55% | Feb 28, 26 |
| 2 | EdgePoint Global Growth & Inc Port Sr F | 1.92M (4.18%) | 220.41K Increased by +11.50% | Jun 30, 25 |
| 3 | EdgePoint Global Growth and Income | 1.92M (4.18%) | 220.41K Increased by +11.50% | Jun 30, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.54M (3.36%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Vanguard US Total Market Shares ETF | 1.39M (3.02%) | 1.60K Increased by +0.11% | Sep 30, 24 |
| 6 | iShares Russell 2000 ETF | 1.18M (2.57%) | 250.05K Increased by +21.17% | Feb 28, 26 |
| 7 | First Trust NASDAQ Technology Div ETF | 1.17M (2.54%) | 0.00 Increased by 0.00% | Feb 26, 26 |
| 8 | Vanguard Small Cap Index | 1.12M (2.43%) | 2.37K Increased by +0.21% | Feb 28, 26 |
| 9 | American Funds SMALLCAP World A | 955.29K (2.08%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Invesco High Yield Eq Div Achiev™ ETF | 812.71K (1.77%) | -1.38K Decreased by -0.17% | Aug 29, 25 |
| 11 | Thrivent Small Cap Stock A | 703.14K (1.53%) | 19.03K Increased by +2.71% | Jun 30, 25 |
| 12 | Hood River Small-Cap Growth Instl | 696.17K (1.52%) | -45.74K Decreased by -6.57% | Mar 31, 25 |
| 13 | Reaves Utility Income | 642.30K (1.40%) | 11.00K Increased by +1.71% | Jun 30, 25 |
| 14 | Reaves Utility Income Fund | 631.30K (1.37%) | 116.30K Increased by +18.42% | Mar 31, 25 |
| 15 | Vanguard Small Cap Growth Index Inv | 619.78K (1.35%) | -242.00 Decreased by -0.04% | Feb 28, 26 |
| 16 | Columbia Small Cap Growth | 548.61K (1.19%) | 25.71K Increased by +4.69% | Mar 31, 25 |
| 17 | Columbia Small Cap Growth Inst | 548.61K (1.19%) | 4.79K Increased by +0.87% | Mar 31, 25 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 517.20K (1.13%) | 5.81K Increased by +1.12% | Feb 28, 26 |
| 19 | Hennessy Focus Investor | 492.49K (1.07%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Fidelity Small Cap Index | 479.93K (1.05%) | 122.90K Increased by +25.61% | Dec 31, 25 |