| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.02M (16.16%) | -86.97K Decreased by -4.31% | Mar 31, 25 |
| 2 | Davenport & Company LLC | 1.10M (8.77%) | -160.50K Decreased by -14.65% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 1.03M (8.23%) | 24.62K Increased by +2.39% | Mar 31, 25 |
| 4 | JPMorgan Chase & Co | 865.01K (6.92%) | -53.72K Decreased by -6.21% | Mar 31, 25 |
| 5 | First Trust Advisors L.P. | 702.79K (5.63%) | 158.09K Increased by +22.50% | Jun 30, 24 |
| 6 | State Street Corporation | 514.08K (4.12%) | 15.60K Increased by +3.03% | Mar 31, 24 |
| 7 | State Street Corp | 488.68K (3.91%) | -29.95K Decreased by -6.13% | Mar 31, 25 |
| 8 | Pacer Advisors, INC. | 464.50K (3.72%) | 198.62K Increased by +42.76% | Dec 31, 23 |
| 9 | American Century Companies Inc | 446.60K (3.57%) | 42.53K Increased by +9.52% | Mar 31, 25 |
| 10 | HHG PLC | 382.54K (3.06%) | -2.18K Decreased by -0.57% | Mar 31, 25 |
| 11 | Fuller & Thaler Asset Management Inc | 343.56K (2.75%) | 98.37K Increased by +28.63% | Mar 31, 25 |
| 12 | Geode Capital Management, LLC | 326.60K (2.61%) | 12.35K Increased by +3.78% | Mar 31, 25 |
| 13 | Tributary Capital Management, LLC | 265.27K (2.12%) | -9.57K Decreased by -3.61% | Mar 31, 25 |
| 14 | Millennium Management LLC | 262.24K (2.10%) | 43.43K Increased by +16.56% | Sep 30, 23 |
| 15 | Wellington Management Company LLP | 233.51K (1.87%) | 23.01K Increased by +9.85% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 226.46K (1.81%) | 27.60K Increased by +12.19% | Mar 31, 25 |
| 17 | Amvescap Plc. | 222.77K (1.78%) | 132.60K Increased by +59.52% | Mar 31, 25 |
| 18 | Brown Advisory Holdings Inc | 215.48K (1.72%) | -7.83K Decreased by -3.63% | Dec 31, 24 |
| 19 | TD Global Investment Solutions – TD Epoch | 196.78K (1.58%) | -19.64K Decreased by -9.98% | Mar 31, 24 |
| 20 | Dimensional Fund Advisors, Inc. | 171.57K (1.37%) | -1.11K Decreased by -0.65% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 756.89K (6.06%) | -2.07K Decreased by -0.27% | Jun 30, 25 |
| 2 | Davenport Small Cap Focus | 754.19K (6.04%) | 0.00 Increased by 0.00% | May 31, 25 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 669.62K (5.36%) | 2.18K Increased by +0.33% | Jun 30, 24 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 668.53K (5.35%) | 3.75K Increased by +0.56% | Apr 30, 24 |
| 5 | JPM Small Cap Equity-MA | 427.50K (3.42%) | -4.73K Decreased by -1.11% | Jun 30, 25 |
| 6 | JPM US Small Cap Core-Composite | 427.50K (3.42%) | -4.73K Decreased by -1.11% | Jun 30, 25 |
| 7 | JPMorgan Small Cap Equity A | 427.50K (3.42%) | 0.00 Increased by 0.00% | May 31, 25 |
| 8 | Vanguard US Total Market Shares ETF | 415.20K (3.32%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 409.38K (3.28%) | 0.00 Increased by 0.00% | May 31, 25 |
| 10 | Avantis US Small Cap Value ETF | 395.88K (3.17%) | 341.00 Increased by +0.09% | Jun 28, 25 |
| 11 | Janus Henderson US Small Cap Growth | 362.12K (2.90%) | 179.00 Increased by +0.05% | Mar 31, 25 |
| 12 | Janus Henderson Venture D | 362.12K (2.90%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 13 | Janus Henderson US Small Cap Growth MA | 361.94K (2.90%) | 361.94K Increased by +100.00% | Dec 31, 24 |
| 14 | FullerThaler Behavioral Sm-Cp Eq R6 | 329.23K (2.64%) | 92.73K Increased by +28.17% | Mar 31, 25 |
| 15 | FullerThaler Behavioral Small-Cap Equity | 329.23K (2.64%) | 92.73K Increased by +28.17% | Mar 31, 25 |
| 16 | iShares Russell 2000 ETF | 318.46K (2.55%) | 2.21K Increased by +0.70% | Jun 30, 25 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 198.38K (1.59%) | 1.44K Increased by +0.72% | May 31, 25 |
| 18 | Tributary Small Cap Equity | 184.37K (1.48%) | -3.00K Decreased by -1.62% | Jun 30, 25 |
| 19 | Tributary Small Company Instl | 150.55K (1.21%) | -2.81K Decreased by -1.87% | Jun 30, 25 |
| 20 | Fidelity® Small Cap Index | 130.67K (1.05%) | 3.58K Increased by +2.74% | Oct 31, 23 |