| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment Management LLC | 2.41M (13.85%) | 5.27K Increased by +0.22% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 1.91M (11.01%) | 5.32K Increased by +0.28% | Sep 30, 24 |
| 3 | BlackRock Inc | 1.50M (8.62%) | 57.22K Increased by +3.82% | Sep 30, 24 |
| 4 | FMR Inc | 1.31M (7.53%) | -194.18K Decreased by -14.83% | Sep 30, 24 |
| 5 | Franklin Resources Inc | 759.81K (4.37%) | -222.36K Decreased by -29.27% | Sep 30, 24 |
| 6 | Charles Schwab Investment Management Inc | 719.16K (4.14%) | 17.09K Increased by +2.38% | Sep 30, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 670.49K (3.86%) | -23.21K Decreased by -3.46% | Sep 30, 24 |
| 8 | Vaughan Nelson Scarbrgh & Mccullough LP | 547.86K (3.15%) | -208.93K Decreased by -38.13% | Sep 30, 24 |
| 9 | Copeland Capital Management, LLC | 540.36K (3.11%) | 1.16K Increased by +0.21% | Dec 31, 24 |
| 10 | Newsouth Capital Management Inc | 503.97K (2.90%) | -4.92K Decreased by -0.98% | Sep 30, 24 |
| 11 | Geode Capital Management, LLC | 480.48K (2.76%) | 18.39K Increased by +3.83% | Sep 30, 24 |
| 12 | State Street Corporation | 444.20K (2.56%) | -6.70K Decreased by -1.51% | Mar 31, 24 |
| 13 | State Street Corp | 438.14K (2.52%) | -1.05K Decreased by -0.24% | Sep 30, 24 |
| 14 | Tributary Capital Management, LLC | 305.70K (1.76%) | -1.40K Decreased by -0.46% | Sep 30, 24 |
| 15 | Wells Fargo & Co | 288.09K (1.66%) | -2.43K Decreased by -0.84% | Sep 30, 24 |
| 16 | Fuller & Thaler Asset Management Inc | 285.20K (1.64%) | 154.00 Increased by +0.05% | Sep 30, 24 |
| 17 | Northern Trust Corp | 244.95K (1.41%) | 21.45K Increased by +8.76% | Sep 30, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 222.90K (1.28%) | -117.12K Decreased by -52.55% | Sep 30, 24 |
| 19 | Wellington Management Company LLP | 218.01K (1.25%) | 13.63K Increased by +6.25% | Sep 30, 24 |
| 20 | Victory Capital Management Inc. | 199.53K (1.15%) | 2.94K Increased by +1.47% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Small Cap Discovery | 694.32K (3.99%) | -41.58K Decreased by -5.99% | Oct 31, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 589.40K (3.39%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | Fidelity Small Cap America Sr B | 512.62K (2.95%) | -300.00K Decreased by -58.52% | Mar 31, 23 |
| 4 | iShares Russell 2000 ETF | 494.93K (2.85%) | -75.00 Decreased by -0.02% | Jan 29, 25 |
| 5 | Fidelity® Series Small Cap Discovery | 477.27K (2.75%) | -22.73K Decreased by -4.76% | Oct 31, 23 |
| 6 | Franklin Small Cap Value A | 466.23K (2.68%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 7 | Franklin Small Cap Value SMA Composite | 466.23K (2.68%) | 466.21K Increased by +99.99% | Sep 30, 24 |
| 8 | Franklin US Small Cap Value Equity | 466.23K (2.68%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 9 | Vanguard Small Cap Index | 461.55K (2.66%) | -3.58K Decreased by -0.78% | Dec 31, 24 |
| 10 | Schwab US Dividend Equity ETF™ | 449.50K (2.59%) | 315.00 Increased by +0.07% | Jan 30, 25 |
| 11 | Virtus KAR Small-Cap Core I | 436.05K (2.51%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Fidelity Small Cap Discovery | 434.63K (2.50%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 13 | Strategic Advisers Fidelity US TtlStk | 350.73K (2.02%) | -624.00 Decreased by -0.18% | Dec 31, 24 |
| 14 | Tributary Small Cap Equity | 321.50K (1.85%) | -7.79K Decreased by -2.42% | Dec 31, 24 |
| 15 | Vanguard Small Cap Value Index Inv | 306.43K (1.76%) | -7.04K Decreased by -2.30% | Dec 31, 24 |
| 16 | Strategic Advisers® Fidelity US TtlStk | 293.02K (1.69%) | 4.91K Increased by +1.67% | Nov 30, 23 |
| 17 | FullerThaler Behavioral Sm-Cp Eq R6 | 270.26K (1.55%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | FullerThaler Behavioral Small-Cap Equity | 270.26K (1.55%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Tributary Small Company Instl | 265.31K (1.53%) | -7.47K Decreased by -2.82% | Dec 31, 24 |
| 20 | Vanguard Institutional Extnd Mkt Idx Tr | 254.74K (1.47%) | -8.26K Decreased by -3.24% | Dec 31, 24 |