| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.74M (15.14%) | -74.93K Decreased by -2.73% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.13M (11.77%) | 15.87K Increased by +0.74% | Jun 30, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 911.72K (5.03%) | -34.12K Decreased by -3.74% | Mar 31, 25 |
| 4 | T. Rowe Price Investment Management,Inc. | 866.08K (4.78%) | -266.96K Decreased by -30.82% | Jun 30, 25 |
| 5 | Victory Capital Management Inc. | 715.00K (3.94%) | 151.36K Increased by +21.17% | Mar 31, 25 |
| 6 | Charles Schwab Investment Management Inc | 714.89K (3.94%) | 15.45K Increased by +2.16% | Jun 30, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 697.18K (3.85%) | -11.90K Decreased by -1.71% | Jun 30, 25 |
| 8 | State Street Corporation | 676.28K (3.73%) | 8.87K Increased by +1.31% | Mar 31, 24 |
| 9 | State Street Corp | 675.85K (3.73%) | -29.31K Decreased by -4.34% | Mar 31, 25 |
| 10 | Copeland Capital Management, LLC | 609.45K (3.36%) | -9.24K Decreased by -1.52% | Jun 30, 24 |
| 11 | First Trust Advisors L.P. | 561.73K (3.10%) | 554.55K Increased by +98.72% | Mar 31, 25 |
| 12 | Westwood Holdings Group Inc | 464.88K (2.56%) | 110.16K Increased by +23.70% | Mar 31, 25 |
| 13 | American Century Companies Inc | 453.99K (2.50%) | 85.87K Increased by +18.91% | Dec 31, 24 |
| 14 | Geode Capital Management, LLC | 445.06K (2.46%) | 10.83K Increased by +2.43% | Mar 31, 25 |
| 15 | Acadian Asset Management LLC | 432.12K (2.38%) | -102.67K Decreased by -23.76% | Mar 31, 24 |
| 16 | Royce & Associates, LP | 417.01K (2.30%) | 7.04K Increased by +1.69% | Jun 30, 25 |
| 17 | Northern Trust Corp | 410.74K (2.27%) | 6.82K Increased by +1.66% | Mar 31, 25 |
| 18 | Bahl & Gaynor Inc. | 406.50K (2.24%) | 31.85K Increased by +7.84% | Jun 30, 25 |
| 19 | T. Rowe Price Associates, Inc. | 325.27K (1.79%) | -1.06K Decreased by -0.33% | Mar 31, 24 |
| 20 | Amvescap Plc. | 323.49K (1.78%) | -39.03K Decreased by -12.07% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.07M (5.93%) | 162.00 Increased by +0.02% | Jul 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 558.21K (3.08%) | 654.00 Increased by +0.12% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 557.96K (3.08%) | -17.83K Decreased by -3.20% | Jul 31, 25 |
| 4 | Schwab US Dividend Equity ETF™ | 511.32K (2.82%) | -81.00 Decreased by -0.02% | Jul 31, 25 |
| 5 | First Trust SMID Cp Rising Div Achv ETF | 510.44K (2.82%) | -990.00 Decreased by -0.19% | Jul 31, 25 |
| 6 | Victory Sycamore Small Company Opp R | 500.00K (2.76%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | T. Rowe Price US Smlr Cm Eq A USD | 437.82K (2.42%) | -18.96K Decreased by -4.33% | Apr 30, 25 |
| 8 | iShares Russell 2000 ETF | 432.47K (2.39%) | -8.19K Decreased by -1.89% | Jul 31, 25 |
| 9 | Vanguard Small Cap Index | 428.55K (2.36%) | -2.85K Decreased by -0.66% | Jul 31, 25 |
| 10 | T. Rowe Price US Smlr Coms Eq A | 311.56K (1.72%) | -89.05K Decreased by -28.58% | Jun 30, 25 |
| 11 | SRH Total Return Fund | 290.00K (1.60%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 12 | American Century Small Cap Growth Inv | 288.54K (1.59%) | 62.69K Increased by +21.73% | Dec 31, 24 |
| 13 | American Century U.S. Small Cap Growth | 288.54K (1.59%) | 62.69K Increased by +21.73% | Dec 31, 24 |
| 14 | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | 259.70K (1.43%) | 330.00 Increased by +0.13% | Jul 31, 25 |
| 15 | Victory Small Cap Value CIT (Net 75) | 248.00K (1.37%) | 248.00K Increased by +100.00% | Sep 30, 24 |
| 16 | Invesco Global Opportunities A | 242.21K (1.34%) | -22.75K Decreased by -9.39% | Feb 28, 25 |
| 17 | Vanguard Small Cap Growth Index Inv | 241.97K (1.33%) | -93.00 Decreased by -0.04% | Jul 31, 25 |
| 18 | T. Rowe Price Integrated US Sm Gr Eq | 241.20K (1.33%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | Invesco Global Multi Cap Growth | 236.84K (1.31%) | 61.77K Increased by +26.08% | Jun 30, 24 |
| 20 | T. Rowe Price Small-Cap Stock | 214.37K (1.18%) | -35.99K Decreased by -16.79% | Jun 30, 25 |