| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.54M (17.96%) | -69.79K Decreased by -1.54% | Dec 31, 25 |
| 2 | TD Asset Management Inc | 1.79M (7.10%) | 215.54K Increased by +12.01% | Jun 30, 24 |
| 3 | Vanguard Group Inc | 1.78M (7.03%) | -435.78K Decreased by -24.53% | Dec 31, 25 |
| 4 | LSV Asset Management | 1.67M (6.59%) | 67.47K Increased by +4.05% | Mar 31, 26 |
| 5 | Copeland Capital Management, LLC | 1.59M (6.27%) | -14.54K Decreased by -0.92% | Dec 31, 24 |
| 6 | First Trust Advisors L.P. | 1.30M (5.14%) | 411.32K Increased by +31.66% | Jun 30, 24 |
| 7 | Callodine Capital Management, LP | 1.27M (5.03%) | 238.18K Increased by +18.72% | Mar 31, 26 |
| 8 | Eckert Corp | 1.14M (4.51%) | -15.00K Decreased by -1.32% | Mar 31, 26 |
| 9 | TD Global Investment Solutions – TD Epoch | 1.09M (4.30%) | 201.39K Increased by +18.55% | Jun 30, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 1.01M (4.01%) | -4.00 Decreased by -0.00% | Mar 31, 26 |
| 11 | State Street Corp | 966.89K (3.83%) | 20.96K Increased by +2.17% | Dec 31, 25 |
| 12 | State Street Corporation | 951.91K (3.77%) | 17.64K Increased by +1.85% | Mar 31, 24 |
| 13 | Invenomic Capital Management, LP | 859.64K (3.40%) | 124.69K Increased by +14.50% | Mar 31, 26 |
| 14 | Brown Advisory Holdings Inc | 850.54K (3.37%) | -58.65K Decreased by -6.90% | Dec 31, 24 |
| 15 | Royce & Associates, LP | 831.63K (3.29%) | 127.40K Increased by +15.32% | Dec 31, 24 |
| 16 | Balyasny Asset Management LLC | 804.65K (3.18%) | 560.62K Increased by +69.67% | Dec 31, 25 |
| 17 | FMR Inc | 791.83K (3.13%) | 790.79K Increased by +99.87% | Mar 31, 24 |
| 18 | Trigran Investments Inc | 751.35K (2.97%) | -583.29K Decreased by -77.63% | Sep 30, 24 |
| 19 | Rice Hall James & Associates, LLC | 733.66K (2.90%) | 50.20K Increased by +6.84% | Mar 31, 26 |
| 20 | Morgan Stanley - Brokerage Accounts | 716.73K (2.84%) | -108.06K Decreased by -15.08% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.48M (5.87%) | 384.00 Increased by +0.03% | Apr 30, 26 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.37M (5.43%) | 5.99K Increased by +0.44% | Aug 29, 24 |
| 3 | Vanguard US Total Market Shares ETF | 813.28K (3.22%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | TD U.S. Capital Reinvestment I | 778.18K (3.08%) | -35.94K Decreased by -4.62% | Jun 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 776.00K (3.07%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | iShares Russell 2000 ETF | 576.46K (2.28%) | 4.84K Increased by +0.84% | Apr 30, 26 |
| 7 | Royce Small-Cap Quality Value Composite | 560.66K (2.22%) | 56.57K Increased by +10.09% | Dec 31, 24 |
| 8 | Royce Small-Cap Total Return Invmt | 560.66K (2.22%) | 56.57K Increased by +10.09% | Dec 31, 24 |
| 9 | Delaware Ivy Mid Cap Growth A | 540.08K (2.14%) | -357.47K Decreased by -66.19% | Jun 30, 23 |
| 10 | Brown Advisory Small-Cap Fdmtl Val Inv | 521.41K (2.06%) | -23.13K Decreased by -4.44% | Dec 31, 24 |
| 11 | Kingsview Volume Factor Dividend Tree | 514.20K (2.03%) | 514.20K Increased by +100.00% | Mar 31, 24 |
| 12 | Fidelity Contrafund | 374.43K (1.48%) | 288.44K Increased by +77.04% | Mar 31, 24 |
| 13 | Invenomic Institutional | 341.92K (1.35%) | -8.42K Decreased by -2.46% | Jan 31, 26 |
| 14 | Vanguard Small Cap Index | 299.38K (1.18%) | -2.05K Decreased by -0.69% | Jul 31, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 276.76K (1.10%) | 8.32K Increased by +3.00% | Mar 31, 26 |
| 16 | Fidelity Small Cap Index | 246.06K (0.97%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 17 | Tieton Small Cap Value | 239.10K (0.95%) | -5.76K Decreased by -2.41% | Dec 31, 25 |
| 18 | Fidelity® Small Cap Index | 238.61K (0.94%) | 6.28K Increased by +2.63% | Oct 31, 23 |
| 19 | TD Epoch U.S. Quality Capital Reinvestmt | 232.16K (0.92%) | 42.73K Increased by +18.41% | Jun 30, 24 |
| 20 | TD Global Capital Reinvestment - I | 232.16K (0.92%) | 0.00 Increased by 0.00% | Jun 30, 24 |