| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.02M (15.86%) | -86.97K Decreased by -4.31% | Mar 31, 25 |
| 2 | Davenport & Company LLC | 1.10M (8.61%) | -160.50K Decreased by -14.65% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 1.03M (8.08%) | 24.62K Increased by +2.39% | Mar 31, 25 |
| 4 | JPMorgan Chase & Co | 865.01K (6.80%) | -53.72K Decreased by -6.21% | Mar 31, 25 |
| 5 | First Trust Advisors L.P. | 702.79K (5.52%) | 158.09K Increased by +22.50% | Jun 30, 24 |
| 6 | State Street Corporation | 514.08K (4.04%) | 15.60K Increased by +3.03% | Mar 31, 24 |
| 7 | State Street Corp | 488.68K (3.84%) | -29.95K Decreased by -6.13% | Mar 31, 25 |
| 8 | Pacer Advisors, INC. | 464.50K (3.65%) | 198.62K Increased by +42.76% | Dec 31, 23 |
| 9 | American Century Companies Inc | 446.60K (3.51%) | 42.53K Increased by +9.52% | Mar 31, 25 |
| 10 | HHG PLC | 382.54K (3.01%) | -2.18K Decreased by -0.57% | Mar 31, 25 |
| 11 | Fuller & Thaler Asset Management Inc | 343.56K (2.70%) | 98.37K Increased by +28.63% | Mar 31, 25 |
| 12 | Geode Capital Management, LLC | 326.60K (2.57%) | 12.35K Increased by +3.78% | Mar 31, 25 |
| 13 | Tributary Capital Management, LLC | 265.27K (2.08%) | -9.57K Decreased by -3.61% | Mar 31, 25 |
| 14 | Millennium Management LLC | 262.24K (2.06%) | 43.43K Increased by +16.56% | Sep 30, 23 |
| 15 | Wellington Management Company LLP | 233.51K (1.84%) | 23.01K Increased by +9.85% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 226.46K (1.78%) | 27.60K Increased by +12.19% | Mar 31, 25 |
| 17 | Brown Advisory Holdings Inc | 215.48K (1.69%) | -7.83K Decreased by -3.63% | Dec 31, 24 |
| 18 | TD Global Investment Solutions – TD Epoch | 196.78K (1.55%) | -19.64K Decreased by -9.98% | Mar 31, 24 |
| 19 | Amvescap Plc. | 183.83K (1.44%) | 83.36K Increased by +45.35% | Sep 30, 24 |
| 20 | Dimensional Fund Advisors, Inc. | 171.57K (1.35%) | -1.11K Decreased by -0.65% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 769.52K (6.05%) | -804.00 Decreased by -0.10% | Apr 30, 25 |
| 2 | Davenport Small Cap Focus | 754.19K (5.93%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 669.62K (5.26%) | 2.18K Increased by +0.33% | Jun 30, 24 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 668.53K (5.25%) | 3.75K Increased by +0.56% | Apr 30, 24 |
| 5 | JPM Small Cap Equity-MA | 432.24K (3.40%) | -75.98K Decreased by -17.58% | Mar 31, 25 |
| 6 | JPM US Small Cap Core-Composite | 432.24K (3.40%) | -75.98K Decreased by -17.58% | Mar 31, 25 |
| 7 | JPMorgan Small Cap Equity A | 432.24K (3.40%) | -9.25K Decreased by -2.14% | Mar 31, 25 |
| 8 | Vanguard US Total Market Shares ETF | 415.20K (3.26%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 409.38K (3.22%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 10 | Avantis US Small Cap Value ETF | 382.10K (3.00%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | Janus Henderson Venture D | 362.12K (2.85%) | 179.00 Increased by +0.05% | Mar 31, 25 |
| 12 | Janus Henderson US Small Cap Growth | 361.94K (2.84%) | -716.00 Decreased by -0.20% | Dec 31, 24 |
| 13 | Janus Henderson US Small Cap Growth MA | 361.94K (2.84%) | 361.94K Increased by +100.00% | Dec 31, 24 |
| 14 | iShares Russell 2000 ETF | 315.83K (2.48%) | 53.00 Increased by +0.02% | Apr 30, 25 |
| 15 | FullerThaler Behavioral Sm-Cp Eq R6 | 236.50K (1.86%) | 236.50K Increased by +100.00% | Dec 31, 24 |
| 16 | FullerThaler Behavioral Small-Cap Equity | 236.50K (1.86%) | 236.50K Increased by +100.00% | Dec 31, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 196.94K (1.55%) | 263.00 Increased by +0.13% | Apr 30, 25 |
| 18 | Tributary Small Cap Equity | 191.25K (1.50%) | -7.17K Decreased by -3.75% | Apr 30, 25 |
| 19 | Tributary Small Company Instl | 156.47K (1.23%) | -6.07K Decreased by -3.88% | Apr 30, 25 |
| 20 | Fidelity® Small Cap Index | 130.67K (1.03%) | 3.58K Increased by +2.74% | Oct 31, 23 |