| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.30M (18.08%) | 385.61K Increased by +8.96% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 2.91M (12.24%) | -22.80K Decreased by -0.78% | Dec 31, 24 |
| 3 | TD Asset Management Inc | 1.79M (7.54%) | 215.54K Increased by +12.01% | Jun 30, 24 |
| 4 | LSV Asset Management | 1.68M (7.06%) | -32.60K Decreased by -1.94% | Dec 31, 24 |
| 5 | Copeland Capital Management, LLC | 1.59M (6.66%) | -14.54K Decreased by -0.92% | Dec 31, 24 |
| 6 | First Trust Advisors L.P. | 1.30M (5.46%) | 411.32K Increased by +31.66% | Jun 30, 24 |
| 7 | TD Global Investment Solutions – TD Epoch | 1.09M (4.56%) | 201.39K Increased by +18.55% | Jun 30, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.02M (4.28%) | 189.01K Increased by +18.56% | Dec 31, 24 |
| 9 | State Street Corp | 1.01M (4.22%) | 38.74K Increased by +3.85% | Dec 31, 24 |
| 10 | State Street Corporation | 951.91K (4.00%) | 17.64K Increased by +1.85% | Mar 31, 24 |
| 11 | Brown Advisory Holdings Inc | 850.54K (3.57%) | -58.65K Decreased by -6.90% | Dec 31, 24 |
| 12 | Royce & Associates, LP | 831.63K (3.49%) | 127.40K Increased by +15.32% | Dec 31, 24 |
| 13 | FMR Inc | 791.83K (3.33%) | 790.79K Increased by +99.87% | Mar 31, 24 |
| 14 | Bank of New York Mellon Corp | 790.15K (3.32%) | -513.00 Decreased by -0.06% | Dec 31, 24 |
| 15 | UBS Group AG | 766.34K (3.22%) | 758.34K Increased by +98.96% | Dec 31, 24 |
| 16 | Trigran Investments Inc | 751.35K (3.16%) | -583.29K Decreased by -77.63% | Sep 30, 24 |
| 17 | Goldman Sachs Group Inc | 713.06K (3.00%) | 204.31K Increased by +28.65% | Dec 31, 24 |
| 18 | Morgan Stanley - Brokerage Accounts | 678.09K (2.85%) | 65.78K Increased by +9.70% | Dec 31, 24 |
| 19 | Millennium Management LLC | 646.94K (2.72%) | -543.37K Decreased by -83.99% | Sep 30, 23 |
| 20 | Invenomic Capital Management, LP | 601.49K (2.53%) | 132.06K Increased by +21.95% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.53M (6.44%) | -393.00 Decreased by -0.03% | Feb 28, 25 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.37M (5.77%) | 5.99K Increased by +0.44% | Aug 29, 24 |
| 3 | TD U.S. Capital Reinvestment I | 778.18K (3.27%) | -35.94K Decreased by -4.62% | Jun 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 764.43K (3.21%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | iShares Russell 2000 ETF | 636.35K (2.67%) | -7.52K Decreased by -1.18% | Feb 28, 25 |
| 6 | Vanguard Small Cap Index | 622.94K (2.62%) | 504.00 Increased by +0.08% | Feb 28, 25 |
| 7 | Royce Small-Cap Quality Value Composite | 560.66K (2.36%) | 56.57K Increased by +10.09% | Dec 31, 24 |
| 8 | Royce Small-Cap Total Return Invmt | 560.66K (2.36%) | 56.57K Increased by +10.09% | Dec 31, 24 |
| 9 | Delaware Ivy Mid Cap Growth A | 540.08K (2.27%) | -357.47K Decreased by -66.19% | Jun 30, 23 |
| 10 | Brown Advisory Small-Cap Fdmtl Val Inv | 521.41K (2.19%) | -23.13K Decreased by -4.44% | Dec 31, 24 |
| 11 | Kingsview Volume Factor Dividend Tree | 514.20K (2.16%) | 514.20K Increased by +100.00% | Mar 31, 24 |
| 12 | Vanguard Small Cap Value Index Inv | 411.02K (1.73%) | -525.00 Decreased by -0.13% | Feb 28, 25 |
| 13 | Fidelity Contrafund | 374.43K (1.57%) | 288.44K Increased by +77.04% | Mar 31, 24 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 362.70K (1.52%) | 617.00 Increased by +0.17% | Feb 28, 25 |
| 15 | Invenomic Institutional | 287.09K (1.21%) | 2.38K Increased by +0.83% | Oct 31, 24 |
| 16 | Tieton Small Cap Value | 283.70K (1.19%) | 120.03K Increased by +42.31% | Dec 31, 24 |
| 17 | iShares S&P Small-Cap 600 Value ETF | 270.01K (1.13%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 18 | Fidelity Small Cap Index | 244.85K (1.03%) | -11.15K Decreased by -4.55% | Dec 31, 24 |
| 19 | Fidelity® Small Cap Index | 238.61K (1.00%) | 6.28K Increased by +2.63% | Oct 31, 23 |
| 20 | Columbia Small Cap Value I | 233.40K (0.98%) | 16.70K Increased by +7.16% | Jan 31, 25 |