| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.92M (15.50%) | -237.91K Decreased by -2.67% | Mar 31, 25 |
| 2 | Dimensional Fund Advisors, Inc. | 5.51M (9.57%) | -245.16K Decreased by -4.45% | Mar 31, 25 |
| 3 | Mariner Value Strategies, LLC | 5.24M (9.10%) | 2.04M Increased by +38.96% | Mar 31, 25 |
| 4 | Vanguard Group Inc | 4.21M (7.32%) | 14.68K Increased by +0.35% | Mar 31, 25 |
| 5 | Victory Capital Management Inc. | 4.14M (7.19%) | 63.92K Increased by +1.55% | Mar 31, 25 |
| 6 | Geneva Capital Management | 3.16M (5.48%) | 15.22K Increased by +0.48% | Mar 31, 25 |
| 7 | State Street Corp | 2.41M (4.18%) | -52.94K Decreased by -2.20% | Mar 31, 25 |
| 8 | State Street Corporation | 2.37M (4.13%) | 69.89K Increased by +2.94% | Mar 31, 24 |
| 9 | American Century Companies Inc | 1.96M (3.41%) | 158.03K Increased by +8.06% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 1.45M (2.51%) | 45.95K Increased by +3.18% | Mar 31, 25 |
| 11 | William Blair Investment Management, LLC | 1.43M (2.49%) | -61.24K Decreased by -4.28% | Mar 31, 25 |
| 12 | First Trust Advisors L.P. | 1.41M (2.44%) | 451.34K Increased by +32.09% | Dec 31, 23 |
| 13 | Ameriprise Financial Inc | 1.26M (2.18%) | 289.45K Increased by +23.04% | Mar 31, 25 |
| 14 | TimesSquare Capital Management, LLC | 1.14M (1.97%) | 97.26K Increased by +8.57% | Dec 31, 23 |
| 15 | Charles Schwab Investment Management Inc | 1.10M (1.91%) | 75.69K Increased by +6.88% | Mar 31, 25 |
| 16 | Morgan Stanley - Brokerage Accounts | 1.03M (1.79%) | 106.12K Increased by +10.29% | Mar 31, 25 |
| 17 | Loomis, Sayles & Company LP | 914.86K (1.59%) | -606.40K Decreased by -66.28% | Mar 31, 24 |
| 18 | London Company of Virginia | 876.07K (1.52%) | 13.71K Increased by +1.57% | Mar 31, 25 |
| 19 | JPMorgan Chase & Co | 856.04K (1.49%) | -19.26K Decreased by -2.25% | Mar 31, 25 |
| 20 | Scopus Asset Management, LLC | 820.69K (1.43%) | 735.69K Increased by +89.64% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.45M (6.00%) | 4.33K Increased by +0.13% | Jun 30, 25 |
| 2 | Nuance Mid Cap Value Separate Account | 3.12M (5.41%) | -250.94K Decreased by -8.06% | Jun 30, 25 |
| 3 | Victory Small Cap Value CIT (Net 75) | 3.06M (5.31%) | 68.00K Increased by +2.23% | Dec 31, 24 |
| 4 | Victory Sycamore Small Company Opp R | 2.34M (4.07%) | -735.00K Decreased by -31.41% | Jun 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.84M (3.20%) | 3.93K Increased by +0.21% | May 31, 25 |
| 6 | Vanguard US Total Market Shares ETF | 1.80M (3.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Avantis US Small Cap Value ETF | 1.75M (3.05%) | 1.47K Increased by +0.08% | Jun 28, 25 |
| 8 | Nuance Mid Cap Value Institutional | 1.60M (2.77%) | 349.08K Increased by +21.87% | Jan 31, 25 |
| 9 | First Trust SMID Cp Rising Div Achv ETF | 1.45M (2.52%) | 12.29K Increased by +0.85% | Jan 31, 24 |
| 10 | iShares Russell 2000 ETF | 1.40M (2.42%) | 9.68K Increased by +0.69% | Jun 30, 25 |
| 11 | DFA US Small Cap Value I | 1.36M (2.37%) | 0.00 Increased by 0.00% | May 31, 25 |
| 12 | Nationwide Geneva Small Cap Gr Instl Svc | 1.21M (2.09%) | 90.73K Increased by +7.53% | Jun 30, 25 |
| 13 | Nuance Concentrated Value | 970.97K (1.69%) | 118.14K Increased by +12.17% | Jun 30, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 913.04K (1.59%) | 7.04K Increased by +0.77% | May 31, 25 |
| 15 | Columbia Small Cap Value I | 600.69K (1.04%) | 198.14K Increased by +32.99% | Mar 31, 25 |
| 16 | Columbia Small Cap Value I A | 600.69K (1.04%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | DFA US Targeted Value I | 596.11K (1.04%) | 0.00 Increased by 0.00% | May 31, 25 |
| 18 | Fidelity Small Cap Index | 584.63K (1.02%) | 3.47K Increased by +0.59% | Apr 30, 25 |
| 19 | JNL Multi-Manager Mid Cap A | 573.62K (1.00%) | 350.17K Increased by +61.05% | Mar 31, 25 |
| 20 | Fidelity® Small Cap Index | 561.70K (0.98%) | 16.79K Increased by +2.99% | Oct 31, 23 |