| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 4.30M (11.75%) | -111.28K Decreased by -2.59% | Dec 31, 25 |
| 2 | BlackRock Inc | 4.25M (11.62%) | -389.02K Decreased by -9.15% | Sep 30, 25 |
| 3 | JPMorgan Chase & Co | 4.14M (11.31%) | 1.37M Increased by +33.04% | Sep 30, 25 |
| 4 | T. Rowe Price Associates, Inc. | 3.87M (10.57%) | 675.46K Increased by +17.46% | Sep 30, 25 |
| 5 | Garden Investment Management, L.P. | 3.38M (9.23%) | 102.90K Increased by +3.04% | Dec 31, 25 |
| 6 | Select Equity Group LP | 3.03M (8.27%) | -1.17M Decreased by -38.57% | Dec 31, 25 |
| 7 | EdgePoint Investment Group, Inc. | 1.95M (5.33%) | -48.31K Decreased by -2.48% | Jun 30, 24 |
| 8 | State Street Corporation | 1.56M (4.27%) | 44.58K Increased by +2.85% | Mar 31, 24 |
| 9 | Ariel Investments, LLC | 1.56M (4.26%) | 285.53K Increased by +18.32% | Dec 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 1.49M (4.06%) | 58.70K Increased by +3.95% | Dec 31, 25 |
| 11 | Turtle Creek Asset Management Inc. | 1.46M (3.99%) | 59.05K Increased by +4.04% | Sep 30, 25 |
| 12 | State Street Corp | 1.44M (3.93%) | -156.96K Decreased by -10.91% | Sep 30, 25 |
| 13 | Victory Capital Management Inc. | 1.34M (3.65%) | -104.68K Decreased by -7.83% | Dec 31, 25 |
| 14 | Earnest Partners LLC | 1.31M (3.57%) | -20.86K Decreased by -1.59% | Dec 31, 25 |
| 15 | Wellington Management Company LLP | 1.31M (3.57%) | -1.89M Decreased by -144.20% | Dec 31, 25 |
| 16 | Assenagon Asset Management SA | 1.27M (3.46%) | 1.24M Increased by +97.82% | Dec 31, 24 |
| 17 | BMO Capital Markets Corp. | 1.21M (3.30%) | 190.56K Increased by +15.75% | Jun 30, 25 |
| 18 | Bank of Montreal | 1.21M (3.30%) | 190.56K Increased by +15.75% | Jun 30, 25 |
| 19 | Fiera Capital Corporation | 1.12M (3.06%) | 41.33K Increased by +3.68% | Mar 31, 24 |
| 20 | Pacer Advisors, INC. | 1.08M (2.95%) | -58.84K Decreased by -5.45% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 1.70M (4.64%) | 1.24K Increased by +0.07% | Sep 30, 24 |
| 2 | Sycamore Mid Cap Value Comp | 1.61M (4.40%) | 1.55M Increased by +96.04% | Mar 31, 25 |
| 3 | T. Rowe Price Mid-Cap Value | 1.56M (4.27%) | 47.17K Increased by +3.02% | Jan 31, 26 |
| 4 | T. Rowe Price US Mid-Cap Value Equity | 1.52M (4.14%) | 177.31K Increased by +11.69% | Dec 31, 25 |
| 5 | iShares Core S&P Mid-Cap ETF | 1.50M (4.09%) | -208.92K Decreased by -13.97% | Feb 28, 26 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.43M (3.90%) | 16.58K Increased by +1.16% | Feb 28, 26 |
| 7 | EdgePoint Global | 1.15M (3.14%) | -79.92K Decreased by -6.96% | Dec 31, 23 |
| 8 | EdgePoint Global Portfolio Series F | 1.15M (3.14%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | Pacer US Cash Cows 100 ETF | 1.07M (2.93%) | 1.59K Increased by +0.15% | Feb 28, 25 |
| 10 | Vanguard Small Cap Index | 1.03M (2.81%) | 2.73K Increased by +0.27% | Feb 28, 26 |
| 11 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 951.64K (2.60%) | 152.38K Increased by +16.01% | Dec 31, 25 |
| 12 | Victory Sycamore Established Value R | 915.00K (2.50%) | -55.00K Decreased by -6.01% | Dec 31, 25 |
| 13 | JPM US Mid Cap Value-Composite | 903.88K (2.47%) | 69.42K Increased by +7.68% | Dec 31, 25 |
| 14 | Vanguard Explorer Inv | 844.55K (2.31%) | -130.17K Decreased by -15.41% | Jun 30, 25 |
| 15 | Invesco Small Cap Value A | 734.55K (2.01%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 16 | JPMorgan Mid Cap Value L | 727.67K (1.99%) | -176.21K Decreased by -24.22% | Jan 31, 26 |
| 17 | Nordea 1 - Global Climate & Envir BI EUR | 706.30K (1.93%) | -198.21K Decreased by -28.06% | May 31, 24 |
| 18 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 686.41K (1.87%) | 304.96K Increased by +44.43% | Mar 31, 25 |
| 19 | Vanguard Small Cap Value Index Inv | 661.20K (1.81%) | 1.89K Increased by +0.29% | Feb 28, 26 |
| 20 | Vanguard Windsor Investor Shares | 628.91K (1.72%) | -11.75K Decreased by -1.87% | Dec 31, 24 |