0.01% | % of Shares Held by All Insider |
72.71% | % of Shares Held by Institutions |
72.71% | % of Float Held by Institutions |
459 | Number of Institutions Holding Shares |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Brookfield Corp /ON/ | 13,012,789 | Dec 30, 2023 | 9.86% | 407,300,285 |
FMR, LLC | 11,115,397 | Dec 30, 2023 | 8.43% | 347,911,917 |
Blackrock Inc. | 7,450,680 | Dec 30, 2023 | 5.65% | 233,206,278 |
Vanguard Group Inc | 4,987,918 | Dec 30, 2023 | 3.78% | 156,121,829 |
Dimensional Fund Advisors LP | 3,617,613 | Dec 30, 2023 | 2.74% | 113,231,284 |
Bank of Montreal/Can/ | 3,617,878 | Dec 30, 2023 | 2.74% | 113,239,578 |
Royal Bank of Canada | 3,095,705 | Dec 30, 2023 | 2.35% | 96,895,564 |
Confluence Investment Management LLC | 2,489,171 | Mar 30, 2024 | 1.89% | 77,911,050 |
Principal Financial Group, Inc. | 2,482,207 | Dec 30, 2023 | 1.88% | 77,693,077 |
Brown Advisory Inc. | 2,483,223 | Mar 30, 2024 | 1.88% | 77,724,878 |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Fidelity Small Cap Value Fund | 3,552,850 | Jan 30, 2024 | 2.69% | 111,204,202 |
iShares Russell 2000 ETF | 2,911,414 | Feb 28, 2024 | 2.21% | 91,127,255 |
DFA U.S. Small Cap Value Series | 1,681,605 | Jan 30, 2024 | 1.27% | 52,634,235 |
Vanguard International Stock Index-Total Intl Stock Indx | 1,622,739 | Jan 30, 2024 | 1.23% | 50,791,729 |
Fidelity Series Small Cap Opportunities Fund | 1,440,466 | Jan 30, 2024 | 1.09% | 45,086,584 |
Fidelity Small Cap Index Fund | 1,215,055 | Jan 30, 2024 | 0.92% | 38,031,220 |
Fidelity Small Cap Discovery Fund | 1,185,100 | Jan 30, 2024 | 0.90% | 37,093,629 |
iShares Russell 2000 Value ETF | 1,021,725 | Feb 28, 2024 | 0.77% | 31,979,991 |
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | 964,889 | Dec 30, 2023 | 0.73% | 30,201,024 |
DFA U.S. Targeted Value Portfolio | 944,566 | Jan 30, 2024 | 0.72% | 29,564,915 |