| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kayne Anderson Rudnick Investment Management LLC | 2.27M (13.70%) | 9.05K Increased by +0.40% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.83M (11.02%) | -24.77K Decreased by -1.36% | Mar 31, 25 |
| 3 | BlackRock Inc | 1.66M (9.99%) | 31.15K Increased by +1.88% | Mar 31, 25 |
| 4 | FMR Inc | 1.18M (7.12%) | -48.32K Decreased by -4.09% | Mar 31, 25 |
| 5 | Charles Schwab Investment Management Inc | 809.01K (4.88%) | 50.04K Increased by +6.19% | Mar 31, 25 |
| 6 | Franklin Resources Inc | 759.81K (4.58%) | -222.36K Decreased by -29.27% | Sep 30, 24 |
| 7 | Nuveen, LLC | 623.16K (3.76%) | 623.16K Increased by +100.00% | Mar 31, 25 |
| 8 | Dimensional Fund Advisors, Inc. | 565.42K (3.41%) | -66.01K Decreased by -11.67% | Mar 31, 25 |
| 9 | Vaughan Nelson Scarbrgh & Mccullough LP | 547.86K (3.30%) | -208.93K Decreased by -38.13% | Sep 30, 24 |
| 10 | Copeland Capital Management, LLC | 535.49K (3.23%) | -4.88K Decreased by -0.91% | Mar 31, 25 |
| 11 | Geode Capital Management, LLC | 507.90K (3.06%) | 25.70K Increased by +5.06% | Mar 31, 25 |
| 12 | Tributary Capital Management, LLC | 462.27K (2.79%) | 39.34K Increased by +8.51% | Mar 31, 25 |
| 13 | Newsouth Capital Management Inc | 454.57K (2.74%) | -24.54K Decreased by -5.40% | Mar 31, 25 |
| 14 | State Street Corporation | 444.20K (2.68%) | -6.70K Decreased by -1.51% | Mar 31, 24 |
| 15 | State Street Corp | 443.38K (2.67%) | -7.79K Decreased by -1.76% | Mar 31, 25 |
| 16 | Wellington Management Company LLP | 297.44K (1.79%) | 327.00 Increased by +0.11% | Mar 31, 25 |
| 17 | UBS Group AG | 293.91K (1.77%) | 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 | 251.71K (1.52%) | 99.05K Increased by +39.35% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Small Cap Discovery | 694.32K (4.19%) | -41.58K Decreased by -5.99% | Oct 31, 23 |
| 2 | Vanguard US Total Market Shares ETF | 623.41K (3.76%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 596.97K (3.60%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Fidelity Small Cap America Sr B | 512.62K (3.09%) | -300.00K Decreased by -58.52% | Mar 31, 23 |
| 5 | Schwab US Dividend Equity ETF™ | 488.37K (2.95%) | 324.00 Increased by +0.07% | May 31, 25 |
| 6 | Fidelity® Series Small Cap Discovery | 477.27K (2.88%) | -22.73K Decreased by -4.76% | Oct 31, 23 |
| 7 | Franklin Small Cap Value A | 466.23K (2.81%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 8 | Franklin Small Cap Value SMA Composite | 466.23K (2.81%) | 466.21K Increased by +99.99% | Sep 30, 24 |
| 9 | Franklin US Small Cap Value Equity | 466.23K (2.81%) | -129.75K Decreased by -27.83% | Sep 30, 24 |
| 10 | Vanguard Small Cap Index | 458.38K (2.76%) | 1.71K Increased by +0.37% | May 31, 25 |
| 11 | iShares Russell 2000 ETF | 456.82K (2.76%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | Virtus KAR Small-Cap Core I | 436.05K (2.63%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Fidelity Small Cap Discovery | 434.63K (2.62%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Strategic Advisers Fidelity US TtlStk | 352.20K (2.12%) | -2.28K Decreased by -0.65% | Apr 30, 25 |
| 15 | Tributary Small Cap Equity | 327.07K (1.97%) | -6.79K Decreased by -2.08% | May 31, 25 |
| 16 | Vanguard Small Cap Value Index Inv | 294.19K (1.77%) | -442.00 Decreased by -0.15% | May 31, 25 |
| 17 | Strategic Advisers® Fidelity US TtlStk | 293.02K (1.77%) | 4.91K Increased by +1.67% | Nov 30, 23 |
| 18 | Tributary Small Company Instl | 267.58K (1.61%) | -5.43K Decreased by -2.03% | May 31, 25 |
| 19 | FullerThaler Behavioral Sm-Cp Eq R6 | 267.46K (1.61%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | FullerThaler Behavioral Small-Cap Equity | 267.46K (1.61%) | -2.80K Decreased by -1.05% | Dec 31, 24 |