| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.73M (15.15%) | 24.04K Increased by +0.88% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 2.16M (11.99%) | 62.83K Increased by +2.90% | Dec 31, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 1.31M (7.28%) | -65.13K Decreased by -4.96% | Mar 31, 26 |
| 4 | Vanguard Portfolio Management, LLC | 1.27M (7.01%) | 1.27M Increased by +100.00% | Mar 31, 26 |
| 5 | Westwood Holdings Group Inc | 1.01M (5.57%) | -6.74K Decreased by -0.67% | Mar 31, 26 |
| 6 | First Trust Advisors L.P. | 879.00K (4.87%) | 142.22K Increased by +16.18% | Mar 31, 26 |
| 7 | Royce & Associates, LP | 822.96K (4.56%) | 139.76K Increased by +16.98% | Mar 31, 26 |
| 8 | Dimensional Fund Advisors, Inc. | 796.19K (4.41%) | 20.15K Increased by +2.53% | Mar 31, 26 |
| 9 | Vanguard Capital Management, LLC | 788.32K (4.37%) | 788.32K Increased by +100.00% | Mar 31, 26 |
| 10 | State Street Corp | 708.30K (3.92%) | 19.33K Increased by +2.73% | Mar 31, 26 |
| 11 | State Street Corporation | 676.28K (3.75%) | 8.87K Increased by +1.31% | Mar 31, 24 |
| 12 | Charles Schwab Investment Management Inc | 641.73K (3.56%) | -111.73K Decreased by -17.41% | Mar 31, 26 |
| 13 | Copeland Capital Management, LLC | 609.45K (3.38%) | -9.24K Decreased by -1.52% | Jun 30, 24 |
| 14 | Geode Capital Management, LLC | 465.88K (2.58%) | 11.78K Increased by +2.53% | Mar 31, 26 |
| 15 | American Century Companies Inc | 453.99K (2.52%) | 85.87K Increased by +18.91% | Dec 31, 24 |
| 16 | Acadian Asset Management LLC | 432.12K (2.39%) | -102.67K Decreased by -23.76% | Mar 31, 24 |
| 17 | Bahl & Gaynor Inc. | 428.55K (2.37%) | 25.48K Increased by +5.95% | Mar 31, 26 |
| 18 | Amvescap Plc. | 426.09K (2.36%) | 837.00 Increased by +0.20% | Mar 31, 26 |
| 19 | Victory Capital Management Inc. | 411.48K (2.28%) | -106.99K Decreased by -26.00% | Mar 31, 26 |
| 20 | T. Rowe Price Investment Management,Inc. | 371.20K (2.06%) | -68.11K Decreased by -18.35% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.11M (6.14%) | 425.00 Increased by +0.04% | May 29, 26 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 851.32K (4.72%) | -2.12K Decreased by -0.25% | May 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 558.21K (3.09%) | 654.00 Increased by +0.12% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 554.40K (3.07%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 5 | iShares Russell 2000 ETF | 443.12K (2.46%) | 4.11K Increased by +0.93% | May 29, 26 |
| 6 | Schwab US Dividend Equity ETF™ | 438.69K (2.43%) | 798.00 Increased by +0.18% | May 30, 26 |
| 7 | T. Rowe Price US Smlr Cm Eq A USD | 437.82K (2.43%) | -18.96K Decreased by -4.33% | Apr 30, 25 |
| 8 | Vanguard Small Cap Index | 405.88K (2.25%) | -1.71K Decreased by -0.42% | Apr 30, 26 |
| 9 | Victory Small Cap Value CIT (Net 75) | 295.00K (1.63%) | 285.18K Increased by +96.67% | Dec 31, 25 |
| 10 | SRH Total Return Fund | 290.00K (1.61%) | 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 | 282.32K (1.56%) | 256.00 Increased by +0.09% | May 29, 26 |
| 14 | Invesco Global Opportunities A | 242.21K (1.34%) | -22.75K Decreased by -9.39% | Feb 28, 25 |
| 15 | American Beacon Small Cp Val R5 | 241.34K (1.34%) | 8.23K Increased by +3.41% | Apr 30, 26 |
| 16 | T. Rowe Price Integrated US Sm Gr Eq | 241.20K (1.34%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | Invesco Global Multi Cap Growth | 236.84K (1.31%) | 61.77K Increased by +26.08% | Jun 30, 24 |
| 18 | Vanguard Small Cap Growth Index Inv | 226.85K (1.26%) | -2.35K Decreased by -1.03% | Apr 30, 26 |
| 19 | T. Rowe Price US Small-Cap Core Equity | 214.37K (1.19%) | -50.77K Decreased by -23.69% | Jun 30, 25 |
| 20 | Victory Sycamore Small Company Opp R | 210.00K (1.16%) | -85.00K Decreased by -40.48% | Mar 31, 26 |