| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.02M (16.14%) | -86.97K Decreased by -4.31% | Mar 31, 25 |
| 2 | Davenport & Company LLC | 1.10M (8.76%) | -752.00 Decreased by -0.07% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 1.04M (8.32%) | 12.51K Increased by +1.20% | Jun 30, 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 (5.62%) | 158.09K Increased by +22.50% | Jun 30, 24 |
| 6 | State Street Corporation | 514.08K (4.11%) | 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 | American Century Companies Inc | 471.07K (3.77%) | 24.47K Increased by +5.19% | Jun 30, 25 |
| 9 | Pacer Advisors, INC. | 464.50K (3.71%) | 198.62K Increased by +42.76% | Dec 31, 23 |
| 10 | Fuller & Thaler Asset Management Inc | 343.42K (2.75%) | -142.00 Decreased by -0.04% | Jun 30, 25 |
| 11 | Geode Capital Management, LLC | 326.60K (2.61%) | 12.35K Increased by +3.78% | Mar 31, 25 |
| 12 | Millennium Management LLC | 262.24K (2.10%) | 43.43K Increased by +16.56% | Sep 30, 23 |
| 13 | HHG PLC | 247.24K (1.98%) | -135.29K Decreased by -54.72% | Jun 30, 25 |
| 14 | Tributary Capital Management, LLC | 246.69K (1.97%) | -18.58K Decreased by -7.53% | Jun 30, 25 |
| 15 | Wellington Management Company LLP | 232.22K (1.86%) | -1.29K Decreased by -0.56% | Jun 30, 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 (1.57%) | -19.64K Decreased by -9.98% | Mar 31, 24 |
| 20 | Dimensional Fund Advisors, Inc. | 171.63K (1.37%) | 63.00 Increased by +0.04% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 757.95K (6.06%) | 122.00 Increased by +0.02% | Aug 29, 25 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 669.62K (5.35%) | 2.18K Increased by +0.33% | Jun 30, 24 |
| 3 | Davenport Small Cap Focus | 668.90K (5.35%) | -85.29K Decreased by -12.75% | Jul 31, 25 |
| 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 | Vanguard US Total Market Shares ETF | 415.20K (3.32%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Avantis US Small Cap Value ETF | 409.23K (3.27%) | 744.00 Increased by +0.18% | Aug 30, 25 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 400.50K (3.20%) | -8.88K Decreased by -2.22% | Jul 31, 25 |
| 10 | Janus Henderson US Small Cap Growth MA | 361.94K (2.89%) | 361.94K Increased by +100.00% | Dec 31, 24 |
| 11 | JPMorgan Small Cap Equity A | 337.35K (2.70%) | -90.16K Decreased by -26.73% | Jul 31, 25 |
| 12 | FullerThaler Behavioral Sm-Cp Eq R6 | 329.23K (2.63%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | FullerThaler Behavioral Small-Cap Equity | 329.23K (2.63%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | iShares Russell 2000 ETF | 307.39K (2.46%) | -3.40K Decreased by -1.11% | Aug 29, 25 |
| 15 | Janus Henderson US Small Cap Growth | 235.31K (1.88%) | -126.81K Decreased by -53.89% | Jun 30, 25 |
| 16 | Janus Henderson Venture D | 235.31K (1.88%) | -126.81K Decreased by -53.89% | Jun 30, 25 |
| 17 | Tributary Small Cap Equity | 149.79K (1.20%) | -34.58K Decreased by -23.08% | Jul 31, 25 |
| 18 | Vanguard Institutional Extnd Mkt Idx Tr | 136.52K (1.09%) | -59.45K Decreased by -43.54% | Jul 31, 25 |
| 19 | Fidelity® Small Cap Index | 130.67K (1.04%) | 3.58K Increased by +2.74% | Oct 31, 23 |
| 20 | Brown Advisory Small-Cap Fdmtl Val Inv | 129.88K (1.04%) | -5.76K Decreased by -4.44% | Dec 31, 24 |