| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.66M (14.68%) | -27.38K Decreased by -1.03% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 2.16M (11.96%) | 62.83K Increased by +2.90% | Dec 31, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 1.38M (7.63%) | 421.64K Increased by +30.55% | Sep 30, 25 |
| 4 | Westwood Holdings Group Inc | 976.56K (5.40%) | 200.97K Increased by +20.58% | Sep 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 776.04K (4.29%) | 73.16K Increased by +9.43% | Dec 31, 25 |
| 6 | Charles Schwab Investment Management Inc | 753.47K (4.16%) | 23.77K Increased by +3.15% | Dec 31, 25 |
| 7 | First Trust Advisors L.P. | 736.78K (4.07%) | 108.43K Increased by +14.72% | Dec 31, 25 |
| 8 | State Street Corp | 683.59K (3.78%) | 5.43K Increased by +0.79% | Sep 30, 25 |
| 9 | Royce & Associates, LP | 683.20K (3.78%) | 202.21K Increased by +29.60% | Dec 31, 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 | Victory Capital Management Inc. | 518.47K (2.87%) | -93.34K Decreased by -18.00% | Dec 31, 25 |
| 13 | Geode Capital Management, LLC | 454.10K (2.51%) | 756.00 Increased by +0.17% | Dec 31, 25 |
| 14 | American Century Companies Inc | 453.99K (2.51%) | 85.87K Increased by +18.91% | Dec 31, 24 |
| 15 | Acadian Asset Management LLC | 432.12K (2.39%) | -102.67K Decreased by -23.76% | Mar 31, 24 |
| 16 | Bahl & Gaynor Inc. | 403.06K (2.23%) | -11.61K Decreased by -2.88% | Dec 31, 25 |
| 17 | Amvescap Plc. | 393.17K (2.17%) | -12.70K Decreased by -3.23% | Sep 30, 25 |
| 18 | T. Rowe Price Investment Management,Inc. | 371.20K (2.05%) | -68.11K Decreased by -18.35% | Dec 31, 25 |
| 19 | Northern Trust Corp | 356.13K (1.97%) | -10.84K Decreased by -3.04% | Sep 30, 25 |
| 20 | Loomis, Sayles & Company LP | 295.57K (1.63%) | -7.17K Decreased by -2.42% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.10M (6.06%) | 430.00 Increased by +0.04% | Mar 31, 26 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 832.29K (4.60%) | 162.00 Increased by +0.02% | Mar 31, 26 |
| 3 | Vanguard US Total Market Shares ETF | 558.21K (3.08%) | 654.00 Increased by +0.12% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 554.40K (3.06%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | iShares Russell 2000 ETF | 444.14K (2.45%) | -3.62K Decreased by -0.81% | Mar 31, 26 |
| 6 | T. Rowe Price US Smlr Cm Eq A USD | 437.82K (2.42%) | -18.96K Decreased by -4.33% | Apr 30, 25 |
| 7 | Schwab US Dividend Equity ETF™ | 410.72K (2.27%) | 644.00 Increased by +0.16% | Mar 31, 26 |
| 8 | Vanguard Small Cap Index | 400.12K (2.21%) | 848.00 Increased by +0.21% | Feb 28, 26 |
| 9 | Victory Small Cap Value CIT (Net 75) | 295.00K (1.63%) | 285.18K Increased by +96.67% | Dec 31, 25 |
| 10 | Victory Sycamore Small Company Opp R | 295.00K (1.63%) | -80.00K Decreased by -27.12% | Dec 31, 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 | 275.87K (1.52%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | Invesco Global Opportunities A | 242.21K (1.34%) | -22.75K Decreased by -9.39% | Feb 28, 25 |
| 16 | T. Rowe Price Integrated US Sm Gr Eq | 241.20K (1.33%) | 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 | 222.08K (1.23%) | -88.00 Decreased by -0.04% | Feb 28, 26 |
| 19 | T. Rowe Price US Small-Cap Core Equity | 214.37K (1.18%) | -50.77K Decreased by -23.69% | Jun 30, 25 |
| 20 | Vanguard Consumer Staples ETF | 201.87K (1.12%) | 17.82K Increased by +8.83% | Feb 28, 26 |