| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.80M (16.04%) | 11.53K Increased by +0.24% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 3.49M (11.67%) | 12.69K Increased by +0.36% | Dec 31, 24 |
| 3 | Earnest Partners LLC | 2.64M (8.82%) | 99.15K Increased by +3.75% | Dec 31, 24 |
| 4 | Bank of America Corp | 1.36M (4.56%) | 163.76K Increased by +12.01% | Dec 31, 24 |
| 5 | State Street Corp | 1.27M (4.25%) | 54.47K Increased by +4.28% | Dec 31, 24 |
| 6 | State Street Corporation | 1.19M (3.97%) | 14.59K Increased by +1.23% | Mar 31, 24 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.18M (3.95%) | -61.93K Decreased by -5.23% | Dec 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.10M (3.68%) | 9.23K Increased by +0.84% | Dec 31, 24 |
| 9 | Champlain Investment Partners, LLC | 1.04M (3.49%) | -7.33K Decreased by -0.70% | Dec 31, 24 |
| 10 | Kayne Anderson Rudnick Investment Management LLC | 948.26K (3.17%) | -24.76K Decreased by -2.61% | Dec 31, 24 |
| 11 | American Century Companies Inc | 849.38K (2.84%) | 824.98K Increased by +97.13% | Dec 31, 24 |
| 12 | Massachusetts Financial Services Company | 777.55K (2.60%) | 777.55K Increased by +100.00% | Dec 31, 24 |
| 13 | SEI Investments Co | 729.38K (2.44%) | 47.94K Increased by +6.57% | Dec 31, 24 |
| 14 | Victory Capital Management Inc. | 724.54K (2.42%) | -123.29K Decreased by -17.02% | Dec 31, 24 |
| 15 | Geode Capital Management, LLC | 711.86K (2.38%) | -3.92K Decreased by -0.55% | Dec 31, 24 |
| 16 | Westwood Holdings Group Inc | 688.52K (2.30%) | 17.83K Increased by +2.59% | Mar 31, 24 |
| 17 | William Blair Investment Management, LLC | 647.10K (2.16%) | -70.39K Decreased by -10.88% | Dec 31, 24 |
| 18 | Loomis, Sayles & Company LP | 636.25K (2.13%) | -17.17K Decreased by -2.70% | Sep 30, 24 |
| 19 | Principal Financial Group Inc | 586.27K (1.96%) | 36.27K Increased by +6.19% | Sep 30, 24 |
| 20 | ClearBridge Advisors, LLC | 572.08K (1.91%) | -10.30K Decreased by -1.80% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.94M (6.46%) | 1.21K Increased by +0.06% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 989.22K (3.30%) | 1.11K Increased by +0.11% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 988.54K (3.30%) | 4.72K Increased by +0.48% | Mar 31, 25 |
| 4 | iShares Russell 2000 ETF | 817.58K (2.73%) | -7.09K Decreased by -0.87% | Mar 31, 25 |
| 5 | Vanguard Small Cap Index | 772.31K (2.58%) | -26.85K Decreased by -3.48% | Mar 31, 25 |
| 6 | American Century Small Cap Growth Inv | 657.49K (2.20%) | 129.26K Increased by +19.66% | Mar 31, 25 |
| 7 | American Century U.S. Small Cap Growth | 657.49K (2.20%) | 129.26K Increased by +19.66% | Mar 31, 25 |
| 8 | Victory Small Cap Value CIT (Net 75) | 620.00K (2.07%) | 115.00K Increased by +18.55% | Sep 30, 24 |
| 9 | EARNEST Small/Mid Cap Value | 604.99K (2.02%) | 604.01K Increased by +99.84% | Dec 31, 23 |
| 10 | Victory Sycamore Small Company Opp R | 546.00K (1.82%) | 11.00K Increased by +2.01% | Mar 31, 25 |
| 11 | Calvert Small-Cap A | 529.47K (1.77%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | Calvert US Small-Cap Strategy | 529.47K (1.77%) | 11.37K Increased by +2.15% | Dec 31, 24 |
| 13 | EARNEST Small Cap Value | 517.92K (1.73%) | 517.12K Increased by +99.85% | Dec 31, 23 |
| 14 | EARNEST Partners Smid Cap Core Founders | 512.60K (1.71%) | -2.86K Decreased by -0.56% | Mar 31, 25 |
| 15 | Vanguard Small Cap Value Index Inv | 499.91K (1.67%) | -26.36K Decreased by -5.27% | Mar 31, 25 |
| 16 | Champlain Small Company Fund, LLC | 497.23K (1.66%) | -216.25K Decreased by -43.49% | Mar 31, 25 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 475.77K (1.59%) | -3.24K Decreased by -0.68% | Mar 31, 25 |
| 18 | ClearBridge Small Cap Growth | 429.87K (1.44%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 19 | ClearBridge Small Cap Growth A | 429.87K (1.44%) | -18.00K Decreased by -4.19% | Jun 30, 24 |
| 20 | Harbor Small Cap Value Instl | 412.12K (1.38%) | -2.89K Decreased by -0.70% | Mar 31, 25 |