| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment Management LLC | 2.23M (13.47%) | -43.77K Decreased by -1.97% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 1.79M (10.84%) | -36.44K Decreased by -2.03% | Jun 30, 25 |
| 3 | BlackRock Inc | 1.57M (9.48%) | -89.44K Decreased by -5.71% | Jun 30, 25 |
| 4 | FMR Inc | 1.31M (7.91%) | 127.01K Increased by +9.72% | Jun 30, 25 |
| 5 | Charles Schwab Investment Management Inc | 815.33K (4.93%) | 6.32K Increased by +0.78% | Jun 30, 25 |
| 6 | Franklin Resources Inc | 759.81K (4.60%) | -222.36K Decreased by -29.27% | Sep 30, 24 |
| 7 | Nuveen, LLC | 623.16K (3.77%) | 623.16K Increased by +100.00% | Mar 31, 25 |
| 8 | Newsouth Capital Management Inc | 601.04K (3.64%) | 146.47K Increased by +24.37% | Jun 30, 25 |
| 9 | Vaughan Nelson Scarbrgh & Mccullough LP | 547.86K (3.31%) | -208.93K Decreased by -38.13% | Sep 30, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 544.19K (3.29%) | -21.23K Decreased by -3.90% | Jun 30, 25 |
| 11 | Geode Capital Management, LLC | 511.07K (3.09%) | 3.17K Increased by +0.62% | Jun 30, 25 |
| 12 | Copeland Capital Management, LLC | 498.84K (3.02%) | -36.64K Decreased by -7.35% | Jun 30, 25 |
| 13 | State Street Corporation | 444.20K (2.69%) | -6.70K Decreased by -1.51% | Mar 31, 24 |
| 14 | Tributary Capital Management, LLC | 428.57K (2.59%) | -33.69K Decreased by -7.86% | Jun 30, 25 |
| 15 | State Street Corp | 400.95K (2.43%) | -42.43K Decreased by -10.58% | Jun 30, 25 |
| 16 | Wellington Management Company LLP | 298.10K (1.80%) | 657.00 Increased by +0.22% | Jun 30, 25 |
| 17 | Fuller & Thaler Asset Management Inc | 283.47K (1.71%) | 1.08K Increased by +0.38% | Mar 31, 25 |
| 18 | Hotchkis & Wiley Capital Management LLC | 273.77K (1.66%) | 34.65K Increased by +12.66% | Jun 30, 25 |
| 19 | Goldman Sachs Group Inc | 254.77K (1.54%) | 3.06K Increased by +1.20% | Jun 30, 25 |
| 20 | Millennium Management LLC | 251.45K (1.52%) | 117.62K Increased by +46.78% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Small Cap Discovery | 694.32K (4.20%) | -41.58K Decreased by -5.99% | Oct 31, 23 |
| 2 | Vanguard US Total Market Shares ETF | 623.41K (3.77%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 575.07K (3.48%) | -21.90K Decreased by -3.81% | Jul 31, 25 |
| 4 | Fidelity Small Cap America Sr B | 512.62K (3.10%) | -300.00K Decreased by -58.52% | Mar 31, 23 |
| 5 | Fidelity® Series Small Cap Discovery | 477.27K (2.89%) | -22.73K Decreased by -4.76% | Oct 31, 23 |
| 6 | Schwab US Dividend Equity ETF™ | 473.88K (2.87%) | 99.00 Increased by +0.02% | Aug 30, 25 |
| 7 | Franklin Small Cap Value A | 466.23K (2.82%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 8 | Franklin Small Cap Value SMA Composite | 466.23K (2.82%) | 466.21K Increased by +99.99% | Sep 30, 24 |
| 9 | Franklin US Small Cap Value Equity | 466.23K (2.82%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 10 | Fidelity Small Cap Discovery | 448.63K (2.71%) | 14.00K Increased by +3.12% | Jun 30, 25 |
| 11 | Virtus KAR Small-Cap Core I | 436.16K (2.64%) | 106.00 Increased by +0.02% | Jun 30, 25 |
| 12 | iShares Russell 2000 ETF | 430.07K (2.60%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 13 | Vanguard Small Cap Index | 429.45K (2.60%) | -2.86K Decreased by -0.67% | Jul 31, 25 |
| 14 | Strategic Advisers Fidelity US TtlStk | 397.68K (2.41%) | -25.61K Decreased by -6.44% | Jul 31, 25 |
| 15 | Tributary Small Cap Equity | 316.74K (1.92%) | -2.11K Decreased by -0.67% | Aug 31, 25 |
| 16 | Strategic Advisers® Fidelity US TtlStk | 293.02K (1.77%) | 4.91K Increased by +1.67% | Nov 30, 23 |
| 17 | Vanguard Small Cap Value Index Inv | 278.22K (1.68%) | 2.28K Increased by +0.82% | Jul 31, 25 |
| 18 | FullerThaler Behavioral Sm-Cp Eq R6 | 267.46K (1.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | FullerThaler Behavioral Small-Cap Equity | 267.46K (1.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Tributary Small Company Instl | 259.92K (1.57%) | -2.76K Decreased by -1.06% | Jul 31, 25 |