| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 12.41M (15.93%) | -150.03K Decreased by -1.21% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 6.29M (8.07%) | -2.05K Decreased by -0.03% | Mar 31, 25 |
| 3 | North Reef Capital Management LP | 5.22M (6.70%) | 993.92K Increased by +19.03% | Mar 31, 25 |
| 4 | State Street Corp | 4.24M (5.44%) | -320.46K Decreased by -7.56% | Mar 31, 25 |
| 5 | State Street Corporation | 4.15M (5.33%) | -20.73K Decreased by -0.50% | Mar 31, 24 |
| 6 | Wellington Management Company LLP | 3.70M (4.74%) | -261.14K Decreased by -7.07% | Mar 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 2.98M (3.83%) | -2.14K Decreased by -0.07% | Mar 31, 25 |
| 8 | Westwood Holdings Group Inc | 2.87M (3.68%) | 622.71K Increased by +21.70% | Mar 31, 25 |
| 9 | Franklin Resources Inc | 2.71M (3.48%) | 207.17K Increased by +7.64% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 2.06M (2.64%) | 49.49K Increased by +2.41% | Mar 31, 25 |
| 11 | DePrince Race & Zollo Inc | 1.97M (2.53%) | -38.50K Decreased by -1.95% | Mar 31, 25 |
| 12 | Segall Bryant & Hamill | 1.92M (2.46%) | 58.56K Increased by +3.06% | Mar 31, 25 |
| 13 | William Blair Investment Management, LLC | 1.40M (1.80%) | 241.07K Increased by +17.20% | Mar 31, 25 |
| 14 | Bank of New York Mellon Corp | 1.36M (1.75%) | -539.09K Decreased by -39.52% | Mar 31, 25 |
| 15 | Royce & Associates, LP | 1.14M (1.46%) | 58.60K Increased by +5.16% | Mar 31, 25 |
| 16 | abrdn PLC | 1.12M (1.44%) | 110.58K Increased by +9.85% | Sep 30, 24 |
| 17 | GW&K Investment Management, LLC | 1.07M (1.38%) | -33.93K Decreased by -3.16% | Mar 31, 25 |
| 18 | Aberdeen Group PLC | 989.41K (1.27%) | 65.07K Increased by +6.58% | Mar 31, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 958.66K (1.23%) | -173.16K Decreased by -18.06% | Dec 31, 24 |
| 20 | Charles Schwab Investment Management Inc | 953.89K (1.22%) | 50.42K Increased by +5.29% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.14M (6.60%) | -4.76K Decreased by -0.09% | Apr 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.72M (3.49%) | 12.28K Increased by +0.45% | Apr 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.67M (3.43%) | 3.02K Increased by +0.11% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 2.06M (2.64%) | 347.00 Increased by +0.02% | Apr 30, 25 |
| 5 | Franklin Small Cap Value A | 1.52M (1.95%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | Franklin Small Cap Value SMA Composite | 1.52M (1.95%) | -170.66K Decreased by -11.23% | Dec 31, 24 |
| 7 | Franklin US Small Cap Value Equity | 1.52M (1.95%) | -170.66K Decreased by -11.23% | Dec 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.32M (1.69%) | 1.44K Increased by +0.11% | Apr 30, 25 |
| 9 | American Beacon Small Cp Val R5 | 1.20M (1.54%) | 128.92K Increased by +10.74% | Mar 31, 25 |
| 10 | Fidelity Small Cap Index | 837.66K (1.07%) | 5.09K Increased by +0.61% | Feb 28, 25 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 834.98K (1.07%) | 724.00 Increased by +0.09% | Apr 30, 25 |
| 12 | Fidelity® Small Cap Index | 814.63K (1.05%) | 22.70K Increased by +2.79% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 793.31K (1.02%) | -2.69K Decreased by -0.34% | Apr 30, 25 |
| 14 | Westwood Mgt SmallCap Value | 782.43K (1.00%) | 981.00 Increased by +0.13% | Mar 31, 25 |
| 15 | Westwood Quality SmallCap Fund Inst | 782.43K (1.00%) | 981.00 Increased by +0.13% | Mar 31, 25 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 747.05K (0.96%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 732.10K (0.94%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 18 | SPDR® S&P Regional Banking ETF | 641.04K (0.82%) | 1.52K Increased by +0.24% | Dec 31, 24 |
| 19 | Royce Small-Cap Quality Value Composite | 598.85K (0.77%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Royce Small-Cap Total Return Invmt | 598.85K (0.77%) | 0.00 Increased by 0.00% | Mar 31, 25 |