| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment Management LLC | 2.26M (13.24%) | -145.33K Decreased by -6.43% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 1.85M (10.85%) | -61.76K Decreased by -3.33% | Dec 31, 24 |
| 3 | BlackRock Inc | 1.63M (9.52%) | 126.95K Increased by +7.81% | Dec 31, 24 |
| 4 | FMR Inc | 1.23M (7.19%) | -80.51K Decreased by -6.55% | Dec 31, 24 |
| 5 | Franklin Resources Inc | 759.81K (4.45%) | -222.36K Decreased by -29.27% | Sep 30, 24 |
| 6 | Charles Schwab Investment Management Inc | 758.96K (4.44%) | 39.80K Increased by +5.24% | Dec 31, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 631.43K (3.70%) | -39.05K Decreased by -6.18% | Dec 31, 24 |
| 8 | Vaughan Nelson Scarbrgh & Mccullough LP | 547.86K (3.21%) | -208.93K Decreased by -38.13% | Sep 30, 24 |
| 9 | Copeland Capital Management, LLC | 540.36K (3.16%) | 1.16K Increased by +0.21% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 482.20K (2.82%) | 1.72K Increased by +0.36% | Dec 31, 24 |
| 11 | Newsouth Capital Management Inc | 479.11K (2.81%) | -24.86K Decreased by -5.19% | Dec 31, 24 |
| 12 | State Street Corp | 451.18K (2.64%) | 13.04K Increased by +2.89% | Dec 31, 24 |
| 13 | State Street Corporation | 444.20K (2.60%) | -6.70K Decreased by -1.51% | Mar 31, 24 |
| 14 | Tributary Capital Management, LLC | 422.93K (2.48%) | 117.23K Increased by +27.72% | Dec 31, 24 |
| 15 | Wellington Management Company LLP | 297.11K (1.74%) | 79.10K Increased by +26.62% | Dec 31, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 286.53K (1.68%) | 63.63K Increased by +22.21% | Dec 31, 24 |
| 17 | Fuller & Thaler Asset Management Inc | 282.38K (1.65%) | -2.82K Decreased by -1.00% | Dec 31, 24 |
| 18 | Northern Trust Corp | 258.76K (1.52%) | 13.81K Increased by +5.34% | Dec 31, 24 |
| 19 | Wells Fargo & Co | 249.04K (1.46%) | -39.06K Decreased by -15.68% | Dec 31, 24 |
| 20 | Hotchkis & Wiley Capital Management LLC | 232.86K (1.36%) | 46.84K Increased by +20.12% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Small Cap Discovery | 694.32K (4.07%) | -41.58K Decreased by -5.99% | Oct 31, 23 |
| 2 | Vanguard US Total Market Shares ETF | 623.41K (3.65%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 589.40K (3.45%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | Fidelity Small Cap America Sr B | 512.62K (3.00%) | -300.00K Decreased by -58.52% | Mar 31, 23 |
| 5 | Fidelity® Series Small Cap Discovery | 477.27K (2.79%) | -22.73K Decreased by -4.76% | Oct 31, 23 |
| 6 | iShares Russell 2000 ETF | 476.56K (2.79%) | -4.13K Decreased by -0.87% | Mar 31, 25 |
| 7 | Schwab US Dividend Equity ETF™ | 470.95K (2.76%) | 360.00 Increased by +0.08% | Mar 29, 25 |
| 8 | Franklin Small Cap Value A | 466.23K (2.73%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 9 | Franklin Small Cap Value SMA Composite | 466.23K (2.73%) | 466.21K Increased by +99.99% | Sep 30, 24 |
| 10 | Franklin US Small Cap Value Equity | 466.23K (2.73%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 11 | Vanguard Small Cap Index | 462.75K (2.71%) | 378.00 Increased by +0.08% | Feb 28, 25 |
| 12 | Virtus KAR Small-Cap Core I | 436.05K (2.55%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Fidelity Small Cap Discovery | 434.63K (2.54%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 14 | Strategic Advisers Fidelity US TtlStk | 350.73K (2.05%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 15 | Tributary Small Cap Equity | 349.67K (2.05%) | 39.44K Increased by +11.28% | Feb 28, 25 |
| 16 | Vanguard Small Cap Value Index Inv | 305.02K (1.79%) | -839.00 Decreased by -0.28% | Feb 28, 25 |
| 17 | Strategic Advisers® Fidelity US TtlStk | 293.02K (1.72%) | 4.91K Increased by +1.67% | Nov 30, 23 |
| 18 | FullerThaler Behavioral Sm-Cp Eq R6 | 267.46K (1.57%) | -2.80K Decreased by -1.05% | Dec 31, 24 |
| 19 | FullerThaler Behavioral Small-Cap Equity | 267.46K (1.57%) | -2.80K Decreased by -1.05% | Dec 31, 24 |
| 20 | Tributary Small Company Instl | 265.32K (1.55%) | 11.21K Increased by +4.23% | Feb 28, 25 |