| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment Management LLC | 2.27M (13.74%) | 9.05K Increased by +0.40% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.79M (10.83%) | -36.44K Decreased by -2.03% | Jun 30, 25 |
| 3 | BlackRock Inc | 1.66M (10.02%) | 31.15K Increased by +1.88% | Mar 31, 25 |
| 4 | FMR Inc | 1.18M (7.14%) | -48.32K Decreased by -4.09% | Mar 31, 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 | Vaughan Nelson Scarbrgh & Mccullough LP | 547.86K (3.31%) | -208.93K Decreased by -38.13% | Sep 30, 24 |
| 9 | Dimensional Fund Advisors, Inc. | 544.19K (3.29%) | -21.23K Decreased by -3.90% | Jun 30, 25 |
| 10 | Geode Capital Management, LLC | 507.90K (3.07%) | 25.70K Increased by +5.06% | Mar 31, 25 |
| 11 | Copeland Capital Management, LLC | 498.84K (3.02%) | -36.64K Decreased by -7.35% | Jun 30, 25 |
| 12 | Newsouth Capital Management Inc | 454.57K (2.75%) | -24.54K Decreased by -5.40% | Mar 31, 25 |
| 13 | State Street Corporation | 444.20K (2.69%) | -6.70K Decreased by -1.51% | Mar 31, 24 |
| 14 | State Street Corp | 443.38K (2.68%) | -7.79K Decreased by -1.76% | Mar 31, 25 |
| 15 | Tributary Capital Management, LLC | 428.57K (2.59%) | -33.69K Decreased by -7.86% | Jun 30, 25 |
| 16 | Wellington Management Company LLP | 298.10K (1.80%) | 657.00 Increased by +0.22% | Jun 30, 25 |
| 17 | UBS Group AG | 293.91K (1.78%) | 74.78K Increased by +25.44% | Mar 31, 25 |
| 18 | Fuller & Thaler Asset Management Inc | 283.47K (1.71%) | 1.08K Increased by +0.38% | Mar 31, 25 |
| 19 | Northern Trust Corp | 268.15K (1.62%) | 9.38K Increased by +3.50% | Mar 31, 25 |
| 20 | Goldman Sachs Group Inc | 254.77K (1.54%) | 3.06K Increased by +1.20% | 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 | 596.97K (3.61%) | 0.00 Increased by 0.00% | Jun 30, 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™ | 475.56K (2.88%) | -81.00 Decreased by -0.02% | Jul 31, 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 | Virtus KAR Small-Cap Core I | 436.05K (2.64%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 11 | Fidelity Small Cap Discovery | 434.63K (2.63%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | Vanguard Small Cap Index | 432.30K (2.61%) | -26.08K Decreased by -6.03% | Jun 30, 25 |
| 13 | Strategic Advisers Fidelity US TtlStk | 423.29K (2.56%) | 34.92K Increased by +8.25% | Jun 30, 25 |
| 14 | iShares Russell 2000 ETF | 420.87K (2.55%) | -7.98K Decreased by -1.90% | Jul 31, 25 |
| 15 | Tributary Small Cap Equity | 318.85K (1.93%) | -2.99K Decreased by -0.94% | Jul 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 | 275.94K (1.67%) | -18.25K Decreased by -6.61% | Jun 30, 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 | 262.68K (1.59%) | -4.90K Decreased by -1.86% | Jun 30, 25 |