| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.29M (17.28%) | -143.66K Decreased by -4.36% | Mar 31, 25 |
| 2 | Davenport & Company LLC | 1.48M (7.79%) | 53.58K Increased by +3.61% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 1.46M (7.67%) | 19.81K Increased by +1.36% | Jun 30, 25 |
| 4 | Gamco Investors, Inc. Et Al | 825.43K (4.33%) | 70.17K Increased by +8.50% | Mar 31, 25 |
| 5 | DePrince Race & Zollo Inc | 816.02K (4.28%) | 112.09K Increased by +13.74% | Jun 30, 25 |
| 6 | State Street Corporation | 766.84K (4.02%) | 15.52K Increased by +2.02% | Mar 31, 24 |
| 7 | State Street Corp | 764.99K (4.01%) | -17.85K Decreased by -2.33% | Mar 31, 25 |
| 8 | Penn Capital Management Company LLC | 674.02K (3.54%) | 152.81K Increased by +22.67% | Mar 31, 25 |
| 9 | Sequoia Financial Advisors LLC | 670.10K (3.52%) | -21.00 Decreased by -0.00% | Jun 30, 25 |
| 10 | Hill Path Capital LP | 655.63K (3.44%) | 542.15K Increased by +82.69% | Jun 30, 25 |
| 11 | Principal Financial Group Inc | 620.65K (3.26%) | 5.45K Increased by +0.88% | Mar 31, 24 |
| 12 | Goldman Sachs Group Inc | 615.40K (3.23%) | 305.35K Increased by +49.62% | Dec 31, 23 |
| 13 | ELEQUIN CAPITAL LP | 598.41K (3.14%) | 598.41K Increased by +100.00% | Mar 31, 24 |
| 14 | William Blair Investment Management, LLC | 550.67K (2.89%) | -44.59K Decreased by -8.10% | Jun 30, 25 |
| 15 | Jennison Associates LLC | 543.98K (2.85%) | 21.41K Increased by +3.94% | Jun 30, 25 |
| 16 | Geode Capital Management, LLC | 484.57K (2.54%) | -6.32K Decreased by -1.30% | Mar 31, 25 |
| 17 | Long Pond Capital, LP | 434.77K (2.28%) | 434.77K Increased by +100.00% | Mar 31, 25 |
| 18 | New York State Common Retirement Fund | 425.56K (2.23%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 19 | Capital Research Global Investors | 417.17K (2.19%) | -2.09M Decreased by -501.92% | Jun 30, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 412.94K (2.17%) | 65.44K Increased by +15.85% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Davenport Small Cap Focus | 1.47M (7.70%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.19M (6.24%) | 212.00 Increased by +0.02% | Jul 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 687.40K (3.61%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 664.79K (3.49%) | -14.73K Decreased by -2.22% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 464.29K (2.44%) | -8.82K Decreased by -1.90% | Jul 31, 25 |
| 6 | American Funds SMALLCAP World A | 417.17K (2.19%) | -1.84M Decreased by -440.37% | Jun 30, 24 |
| 7 | Penn Capital Small Cap Equity | 404.98K (2.13%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Principal SmallCap R5 | 323.70K (1.70%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | Principal U.S. Small Cap Equity | 323.70K (1.70%) | 35.60K Increased by +11.00% | Mar 31, 24 |
| 10 | American Beacon Small Cp Val R5 | 277.53K (1.46%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | 1290 VT GAMCO Small Company Value IB | 260.00K (1.36%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | American Funds IS® Global Small Cap 1 | 256.80K (1.35%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | William Blair Small Cap Growth I | 226.27K (1.19%) | -1.73K Decreased by -0.77% | Oct 31, 24 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 211.84K (1.11%) | -92.19K Decreased by -43.52% | Jul 31, 25 |
| 15 | William Blair Small Cap Value I | 208.23K (1.09%) | -2.86K Decreased by -1.38% | Jun 30, 25 |
| 16 | Fidelity Small Cap Index | 194.71K (1.02%) | 439.00 Increased by +0.23% | May 31, 25 |
| 17 | Fidelity® Small Cap Index | 194.39K (1.02%) | 5.33K Increased by +2.74% | Oct 31, 23 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 188.84K (0.99%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 187.81K (0.99%) | -193.00 Decreased by -0.10% | Jul 31, 25 |
| 20 | iShares Russell 2000 Growth ETF | 171.60K (0.90%) | -410.00 Decreased by -0.24% | Apr 30, 24 |