| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.68M (14.84%) | -60.40K Decreased by -2.25% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 2.13M (11.80%) | 15.87K Increased by +0.74% | Jun 30, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 958.38K (5.30%) | 46.66K Increased by +4.87% | Jun 30, 25 |
| 4 | T. Rowe Price Investment Management,Inc. | 866.08K (4.79%) | -266.96K Decreased by -30.82% | Jun 30, 25 |
| 5 | Westwood Holdings Group Inc | 775.59K (4.29%) | 310.71K Increased by +40.06% | Jun 30, 25 |
| 6 | Victory Capital Management Inc. | 747.38K (4.13%) | 32.37K Increased by +4.33% | Jun 30, 25 |
| 7 | Charles Schwab Investment Management Inc | 714.89K (3.95%) | 15.45K Increased by +2.16% | Jun 30, 25 |
| 8 | Dimensional Fund Advisors, Inc. | 697.18K (3.86%) | -11.90K Decreased by -1.71% | Jun 30, 25 |
| 9 | State Street Corp | 678.16K (3.75%) | 2.31K Increased by +0.34% | Jun 30, 25 |
| 10 | State Street Corporation | 676.28K (3.74%) | 8.87K Increased by +1.31% | Mar 31, 24 |
| 11 | Copeland Capital Management, LLC | 609.45K (3.37%) | -9.24K Decreased by -1.52% | Jun 30, 24 |
| 12 | First Trust Advisors L.P. | 536.10K (2.97%) | -25.64K Decreased by -4.78% | Jun 30, 25 |
| 13 | American Century Companies Inc | 453.99K (2.51%) | 85.87K Increased by +18.91% | Dec 31, 24 |
| 14 | Geode Capital Management, LLC | 447.35K (2.47%) | 2.29K Increased by +0.51% | Jun 30, 25 |
| 15 | Acadian Asset Management LLC | 432.12K (2.39%) | -102.67K Decreased by -23.76% | Mar 31, 24 |
| 16 | Royce & Associates, LP | 417.01K (2.31%) | 7.04K Increased by +1.69% | Jun 30, 25 |
| 17 | Bahl & Gaynor Inc. | 406.50K (2.25%) | 31.85K Increased by +7.84% | Jun 30, 25 |
| 18 | Amvescap Plc. | 405.87K (2.25%) | 82.38K Increased by +20.30% | Jun 30, 25 |
| 19 | Northern Trust Corp | 366.97K (2.03%) | -43.77K Decreased by -11.93% | Jun 30, 25 |
| 20 | T. Rowe Price Associates, Inc. | 325.27K (1.80%) | -1.06K Decreased by -0.33% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.07M (5.92%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 558.21K (3.09%) | 654.00 Increased by +0.12% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 557.96K (3.09%) | -17.83K Decreased by -3.20% | Jul 31, 25 |
| 4 | First Trust SMID Cp Rising Div Achv ETF | 518.58K (2.87%) | 550.00 Increased by +0.11% | Aug 28, 25 |
| 5 | Schwab US Dividend Equity ETF™ | 509.64K (2.82%) | 99.00 Increased by +0.02% | Aug 30, 25 |
| 6 | Victory Sycamore Small Company Opp R | 500.00K (2.77%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | iShares Russell 2000 ETF | 441.91K (2.44%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | T. Rowe Price US Smlr Cm Eq A USD | 437.82K (2.42%) | -18.96K Decreased by -4.33% | Apr 30, 25 |
| 9 | Vanguard Small Cap Index | 428.55K (2.37%) | -2.85K Decreased by -0.66% | Jul 31, 25 |
| 10 | SRH Total Return Fund | 290.00K (1.60%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | American Century Small Cap Growth Inv | 288.54K (1.60%) | 62.69K Increased by +21.73% | Dec 31, 24 |
| 12 | American Century U.S. Small Cap Growth | 288.54K (1.60%) | 62.69K Increased by +21.73% | Dec 31, 24 |
| 13 | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | 265.38K (1.47%) | 924.00 Increased by +0.35% | Aug 29, 25 |
| 14 | Victory Small Cap Value CIT (Net 75) | 248.00K (1.37%) | 248.00K Increased by +100.00% | Sep 30, 24 |
| 15 | Invesco Global Opportunities A | 242.21K (1.34%) | -22.75K Decreased by -9.39% | Feb 28, 25 |
| 16 | Vanguard Small Cap Growth Index Inv | 241.97K (1.34%) | -93.00 Decreased by -0.04% | Jul 31, 25 |
| 17 | T. Rowe Price Integrated US Sm Gr Eq | 241.20K (1.33%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 18 | Invesco Global Multi Cap Growth | 236.84K (1.31%) | 61.77K Increased by +26.08% | Jun 30, 24 |
| 19 | T. Rowe Price US Small-Cap Core Equity | 214.37K (1.19%) | -50.77K Decreased by -23.69% | Jun 30, 25 |
| 20 | T. Rowe Price Integrated US SmCapGrEq | 195.00K (1.08%) | 97.50K Increased by +50.00% | Dec 31, 24 |