| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment Management LLC | 1.98M (12.87%) | -250.47K Decreased by -12.65% | Dec 31, 25 |
| 2 | BlackRock Inc | 1.81M (11.78%) | 292.96K Increased by +16.17% | Dec 31, 25 |
| 3 | FMR Inc | 1.31M (8.50%) | 127.01K Increased by +9.72% | Jun 30, 25 |
| 4 | Vanguard Group Inc | 1.11M (7.21%) | -344.78K Decreased by -31.10% | Dec 31, 25 |
| 5 | Charles Schwab Investment Management Inc | 893.56K (5.81%) | 41.74K Increased by +4.67% | Dec 31, 25 |
| 6 | Franklin Resources Inc | 759.81K (4.94%) | -222.36K Decreased by -29.27% | Sep 30, 24 |
| 7 | Newsouth Capital Management Inc | 697.89K (4.54%) | -11.65K Decreased by -1.67% | Dec 31, 25 |
| 8 | Copeland Capital Management, LLC | 666.33K (4.33%) | 226.52K Increased by +34.00% | Mar 31, 26 |
| 9 | Nuveen, LLC | 623.16K (4.05%) | 623.16K Increased by +100.00% | Mar 31, 25 |
| 10 | Vaughan Nelson Scarbrgh & Mccullough LP | 547.86K (3.56%) | -208.93K Decreased by -38.13% | Sep 30, 24 |
| 11 | Geode Capital Management, LLC | 483.87K (3.15%) | -5.07K Decreased by -1.05% | Dec 31, 25 |
| 12 | Dimensional Fund Advisors, Inc. | 468.01K (3.04%) | -21.23K Decreased by -4.54% | Mar 31, 26 |
| 13 | DePrince Race & Zollo Inc | 466.11K (3.03%) | -33.62K Decreased by -7.21% | Mar 31, 26 |
| 14 | Hotchkis & Wiley Capital Management LLC | 447.11K (2.91%) | 37.53K Increased by +8.39% | Dec 31, 25 |
| 15 | State Street Corporation | 444.20K (2.89%) | -6.70K Decreased by -1.51% | Mar 31, 24 |
| 16 | AQR Capital Management LLC | 442.52K (2.88%) | 198.45K Increased by +44.84% | Dec 31, 25 |
| 17 | State Street Corp | 411.18K (2.67%) | 14.90K Increased by +3.62% | Dec 31, 25 |
| 18 | Jacobs Levy Equity Management, Inc. | 402.09K (2.61%) | -9.62K Decreased by -2.39% | Dec 31, 25 |
| 19 | Tributary Capital Management, LLC | 377.71K (2.46%) | -449.33K Decreased by -118.96% | Dec 31, 25 |
| 20 | Acadian Asset Management LLC | 324.33K (2.11%) | 256.62K Increased by +79.12% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Small Cap Discovery | 694.32K (4.51%) | -41.58K Decreased by -5.99% | Oct 31, 23 |
| 2 | Vanguard US Total Market Shares ETF | 623.41K (4.05%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 573.38K (3.73%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | Fidelity Small Cap America Sr B | 512.62K (3.33%) | -300.00K Decreased by -58.52% | Mar 31, 23 |
| 5 | Schwab US Dividend Equity ETF™ | 499.64K (3.25%) | 900.00 Increased by +0.18% | Feb 28, 26 |
| 6 | Fidelity® Series Small Cap Discovery | 477.27K (3.10%) | -22.73K Decreased by -4.76% | Oct 31, 23 |
| 7 | Franklin Small Cap Value A | 466.23K (3.03%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 8 | Franklin Small Cap Value SMA Composite | 466.23K (3.03%) | 466.21K Increased by +99.99% | Sep 30, 24 |
| 9 | Franklin US Small Cap Value Equity | 466.23K (3.03%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 10 | Fidelity Small Cap Discovery | 448.63K (2.92%) | 14.00K Increased by +3.12% | Jun 30, 25 |
| 11 | Vanguard Small Cap Index | 429.45K (2.79%) | -2.86K Decreased by -0.67% | Jul 31, 25 |
| 12 | iShares Russell 2000 ETF | 419.80K (2.73%) | 3.52K Increased by +0.84% | Apr 30, 26 |
| 13 | Strategic Advisers Fidelity US TtlStk | 397.68K (2.59%) | -25.61K Decreased by -6.44% | Jul 31, 25 |
| 14 | Virtus KAR Small-Cap Core I | 389.05K (2.53%) | -47.00K Decreased by -12.08% | Dec 31, 25 |
| 15 | Strategic Advisers® Fidelity US TtlStk | 293.02K (1.90%) | 4.91K Increased by +1.67% | Nov 30, 23 |
| 16 | Tributary Small Cap Equity | 280.81K (1.83%) | 21.66K Increased by +7.71% | Apr 30, 26 |
| 17 | Vanguard Small Cap Value Index Inv | 278.22K (1.81%) | 2.28K Increased by +0.82% | Jul 31, 25 |
| 18 | FullerThaler Behavioral Sm-Cp Eq R6 | 267.46K (1.74%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | FullerThaler Behavioral Small-Cap Equity | 267.46K (1.74%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Fidelity Series Small Cap Discovery | 254.35K (1.65%) | 31.09K Increased by +12.22% | Jun 30, 25 |