| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 8.85M (12.05%) | 543.92K Increased by +6.15% | Jun 30, 25 |
| 2 | BlackRock Inc | 8.40M (11.43%) | -10.19K Decreased by -0.12% | Mar 31, 25 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 6.92M (9.42%) | -177.14K Decreased by -2.56% | Mar 31, 25 |
| 4 | London Company of Virginia | 3.42M (4.65%) | -126.21K Decreased by -3.69% | Jun 30, 25 |
| 5 | Wasatch Advisors Inc. | 3.26M (4.44%) | -192.33K Decreased by -5.90% | Dec 31, 23 |
| 6 | Charles Schwab Investment Management Inc | 3.08M (4.19%) | 137.82K Increased by +4.47% | Jun 30, 25 |
| 7 | State Street Corp | 2.77M (3.78%) | -85.64K Decreased by -3.09% | Mar 31, 25 |
| 8 | Wasatch Advisors LP | 2.73M (3.72%) | 100.79K Increased by +3.69% | Mar 31, 25 |
| 9 | State Street Corporation | 2.62M (3.57%) | 63.11K Increased by +2.41% | Mar 31, 24 |
| 10 | Ameriprise Financial Inc | 2.26M (3.08%) | 95.11K Increased by +4.21% | Mar 31, 25 |
| 11 | Goldman Sachs Group Inc | 1.91M (2.61%) | -443.60K Decreased by -23.19% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 1.63M (2.22%) | 42.92K Increased by +2.64% | Mar 31, 25 |
| 13 | Timucuan Asset Management Inc/FL | 1.42M (1.94%) | 7.46K Increased by +0.52% | Jun 30, 25 |
| 14 | AllianceBernstein L.P. | 1.42M (1.94%) | -243.51K Decreased by -17.13% | Jun 30, 24 |
| 15 | Madison Asset Management, LLC | 1.30M (1.76%) | 31.08K Increased by +2.40% | Jun 30, 25 |
| 16 | JPMorgan Chase & Co | 1.27M (1.73%) | 119.75K Increased by +9.41% | Mar 31, 25 |
| 17 | Madison Investment Advisors, LLC | 1.16M (1.59%) | 1.16M Increased by +100.00% | Dec 31, 24 |
| 18 | Westwood Holdings Group Inc | 1.11M (1.51%) | -12.73K Decreased by -1.15% | Mar 31, 24 |
| 19 | Citadel Advisors Llc | 1.10M (1.50%) | -202.59K Decreased by -18.38% | Mar 31, 25 |
| 20 | Artisan Partners Limited Partnership | 1.07M (1.46%) | -7.55K Decreased by -0.71% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.43M (6.04%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 2 | Touchstone Mid Cap Y | 2.59M (3.53%) | -122.00K Decreased by -4.70% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.32M (3.17%) | -49.16K Decreased by -2.11% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 2.25M (3.07%) | 2.01K Increased by +0.09% | Sep 30, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 2.11M (2.87%) | -360.00 Decreased by -0.02% | Jul 31, 25 |
| 6 | Vanguard Small Cap Index | 1.80M (2.45%) | -11.77K Decreased by -0.65% | Jul 31, 25 |
| 7 | iShares Russell 2000 ETF | 1.47M (2.00%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 8 | Virtus KAR Small-Cap Core I | 1.25M (1.70%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Wasatch Core Growth | 1.15M (1.56%) | 40.93K Increased by +3.57% | Jun 30, 25 |
| 10 | CT (Lux) American Smaller Com 9U USD | 1.02M (1.39%) | -6.19K Decreased by -0.60% | Jul 31, 25 |
| 11 | Vanguard Small Cap Growth Index Inv | 1.01M (1.38%) | -2.87K Decreased by -0.28% | Jul 31, 25 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 796.72K (1.09%) | -346.74K Decreased by -43.52% | Jul 31, 25 |
| 13 | American Funds SMALLCAP World A | 719.00K (0.98%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | Fidelity Small Cap Index | 716.56K (0.98%) | 995.00 Increased by +0.14% | May 31, 25 |
| 15 | Madison Mid Cap Y | 645.96K (0.88%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | Fidelity® Small Cap Index | 644.27K (0.88%) | 17.41K Increased by +2.70% | Oct 31, 23 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 642.48K (0.87%) | 357.00 Increased by +0.06% | Jul 31, 25 |
| 18 | Virtus GF US Small Cap Focus I USD Acc | 615.95K (0.84%) | 73.91K Increased by +12.00% | Sep 30, 23 |
| 19 | CT American Smaller Coms(US) InstAccGBP | 602.48K (0.82%) | 4.03K Increased by +0.67% | Jul 31, 25 |
| 20 | Vanguard Small Cap Value Index Inv | 597.35K (0.81%) | -52.00 Decreased by -0.01% | Aug 31, 24 |