| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 1.47M (10.88%) | -66.23K Decreased by -4.50% | Dec 31, 25 |
| 2 | BlackRock Inc | 1.34M (9.88%) | -1.63K Decreased by -0.12% | Sep 30, 25 |
| 3 | JPMorgan Chase & Co | 999.94K (7.39%) | 775.39K Increased by +77.54% | Sep 30, 25 |
| 4 | Durable Capital Partners LP | 550.20K (4.07%) | -20.02K Decreased by -3.64% | Jun 30, 24 |
| 5 | State Street Corp | 472.11K (3.49%) | -4.91K Decreased by -1.04% | Sep 30, 25 |
| 6 | State Street Corporation | 467.25K (3.45%) | 8.70K Increased by +1.86% | Mar 31, 24 |
| 7 | Kayne Anderson Rudnick Investment Management LLC | 464.65K (3.43%) | -81.97K Decreased by -17.64% | Dec 31, 25 |
| 8 | Neuberger Berman Group LLC | 412.79K (3.05%) | -56.41K Decreased by -13.67% | Dec 31, 25 |
| 9 | Geode Capital Management, LLC | 358.11K (2.65%) | -8.44K Decreased by -2.36% | Dec 31, 25 |
| 10 | Morgan Stanley - Brokerage Accounts | 349.26K (2.58%) | 3.25K Increased by +0.93% | Sep 30, 25 |
| 11 | William Blair Investment Management, LLC | 344.81K (2.55%) | -40.32K Decreased by -11.69% | Dec 31, 25 |
| 12 | AQR Capital Management LLC | 325.58K (2.41%) | 153.47K Increased by +47.14% | Dec 31, 25 |
| 13 | TD Asset Management Inc | 324.55K (2.40%) | 22.71K Increased by +7.00% | Dec 31, 25 |
| 14 | TD Global Investment Solutions – TD Epoch | 322.41K (2.38%) | 15.13K Increased by +4.69% | Dec 31, 25 |
| 15 | Fuller & Thaler Asset Management Inc | 254.18K (1.88%) | 126.45K Increased by +49.75% | Dec 31, 25 |
| 16 | Acadian Asset Management LLC | 252.33K (1.86%) | 210.33K Increased by +83.35% | Sep 30, 25 |
| 17 | Dimensional Fund Advisors, Inc. | 247.47K (1.83%) | 7.29K Increased by +2.95% | Dec 31, 25 |
| 18 | Impax Asset Management Group PLC | 244.24K (1.80%) | -8.94K Decreased by -3.66% | Dec 31, 25 |
| 19 | Vaughan Nelson Scarbrgh & Mccullough LP | 228.04K (1.68%) | 4.80K Increased by +2.11% | Sep 30, 23 |
| 20 | BTIM Corp | 221.24K (1.63%) | -13.22K Decreased by -5.98% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Global Balanced (AFRIS) | 2.11M (15.56%) | 2.11M Increased by +100.00% | Feb 29, 24 |
| 2 | AF Global Equity (AFRIS) | 602.14K (4.45%) | 602.14K Increased by +100.00% | Feb 29, 24 |
| 3 | Vanguard US Total Market Shares ETF | 479.05K (3.54%) | 352.00 Increased by +0.07% | Sep 30, 24 |
| 4 | iShares Core S&P Mid-Cap ETF | 457.75K (3.38%) | -22.34K Decreased by -4.88% | Feb 28, 26 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 447.28K (3.30%) | 2.31K Increased by +0.52% | Feb 28, 26 |
| 6 | Vanguard Small Cap Index | 321.71K (2.38%) | 860.00 Increased by +0.27% | Feb 28, 26 |
| 7 | Neuberger Berman Genesis Inv | 289.88K (2.14%) | -11.10K Decreased by -3.83% | Jun 30, 25 |
| 8 | Neuberger Genesis Inv | 240.10K (1.77%) | -39.30K Decreased by -16.37% | Dec 31, 25 |
| 9 | Impax Water Strategy Composite | 235.42K (1.74%) | -3.85K Decreased by -1.64% | Jan 31, 26 |
| 10 | JPMorgan Mid Cap Value L | 201.52K (1.49%) | 38.63K Increased by +19.17% | Jan 31, 26 |
| 11 | Vanguard Small Cap Growth Index Inv | 178.49K (1.32%) | 316.00 Increased by +0.18% | Feb 28, 26 |
| 12 | Van Berkom Sm-Cap Eq | 174.87K (1.29%) | 6.64K Increased by +3.80% | Dec 31, 25 |
| 13 | JPM US Mid Cap Value-Composite | 162.89K (1.20%) | 28.92K Increased by +17.75% | Dec 31, 25 |
| 14 | First Trust SMID Cp Rising Div Achv ETF | 160.42K (1.19%) | 93.00 Increased by +0.06% | Feb 26, 26 |
| 15 | MFS Mid Cap Growth A | 155.25K (1.15%) | -440.00 Decreased by -0.28% | Nov 30, 24 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 154.32K (1.14%) | 1.37K Increased by +0.89% | Feb 28, 26 |
| 17 | MFS Mid Cap Growth Equity | 153.75K (1.14%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Alexander Forbes Bal Combined (AFRIS) | 142.21K (1.05%) | 142.21K Increased by +100.00% | Feb 29, 24 |
| 19 | TimesSquare CIT Mid Cap Growth A | 140.48K (1.04%) | 124.28K Increased by +88.47% | Dec 31, 23 |
| 20 | TD Epoch Glb Qlty Capital Reinvestment | 133.67K (0.99%) | -2.76K Decreased by -2.06% | Dec 31, 25 |