| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.54M (18.80%) | 195.17K Increased by +4.30% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 2.35M (9.72%) | -447.00K Decreased by -19.05% | Jun 30, 25 |
| 3 | TD Asset Management Inc | 1.79M (7.43%) | 215.54K Increased by +12.01% | Jun 30, 24 |
| 4 | Copeland Capital Management, LLC | 1.59M (6.57%) | -14.54K Decreased by -0.92% | Dec 31, 24 |
| 5 | LSV Asset Management | 1.58M (6.56%) | -12.60K Decreased by -0.80% | Jun 30, 25 |
| 6 | First Trust Advisors L.P. | 1.30M (5.38%) | 411.32K Increased by +31.66% | Jun 30, 24 |
| 7 | TD Global Investment Solutions – TD Epoch | 1.09M (4.49%) | 201.39K Increased by +18.55% | Jun 30, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 1.02M (4.22%) | 430.34K Increased by +42.27% | Jun 30, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 1.02M (4.21%) | -3.00K Decreased by -0.29% | Jun 30, 25 |
| 10 | State Street Corp | 975.61K (4.04%) | 14.80K Increased by +1.52% | Jun 30, 25 |
| 11 | State Street Corporation | 951.91K (3.94%) | 17.64K Increased by +1.85% | Mar 31, 24 |
| 12 | Brown Advisory Holdings Inc | 850.54K (3.52%) | -58.65K Decreased by -6.90% | Dec 31, 24 |
| 13 | Royce & Associates, LP | 831.63K (3.44%) | 127.40K Increased by +15.32% | Dec 31, 24 |
| 14 | FMR Inc | 791.83K (3.28%) | 790.79K Increased by +99.87% | Mar 31, 24 |
| 15 | Invenomic Capital Management, LP | 790.40K (3.27%) | -94.62K Decreased by -11.97% | Jun 30, 25 |
| 16 | Trigran Investments Inc | 751.35K (3.11%) | -583.29K Decreased by -77.63% | Sep 30, 24 |
| 17 | Rice Hall James & Associates, LLC | 750.66K (3.11%) | 84.32K Increased by +11.23% | Jun 30, 25 |
| 18 | Eckert Corp | 731.09K (3.03%) | 131.13K Increased by +17.94% | Jun 30, 25 |
| 19 | Hotchkis & Wiley Capital Management LLC | 686.50K (2.84%) | 147.83K Increased by +21.53% | Jun 30, 25 |
| 20 | Goldman Sachs Group Inc | 627.77K (2.60%) | 114.98K Increased by +18.32% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.45M (5.99%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.37M (5.68%) | 5.99K Increased by +0.44% | Aug 29, 24 |
| 3 | Vanguard US Total Market Shares ETF | 813.28K (3.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | TD U.S. Capital Reinvestment I | 778.18K (3.22%) | -35.94K Decreased by -4.62% | Jun 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 752.41K (3.12%) | -16.69K Decreased by -2.22% | Jul 31, 25 |
| 6 | iShares Russell 2000 ETF | 579.65K (2.40%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | Royce Small-Cap Quality Value Composite | 560.66K (2.32%) | 56.57K Increased by +10.09% | Dec 31, 24 |
| 8 | Royce Small-Cap Total Return Invmt | 560.66K (2.32%) | 56.57K Increased by +10.09% | Dec 31, 24 |
| 9 | Delaware Ivy Mid Cap Growth A | 540.08K (2.24%) | -357.47K Decreased by -66.19% | Jun 30, 23 |
| 10 | Brown Advisory Small-Cap Fdmtl Val Inv | 521.41K (2.16%) | -23.13K Decreased by -4.44% | Dec 31, 24 |
| 11 | Kingsview Volume Factor Dividend Tree | 514.20K (2.13%) | 514.20K Increased by +100.00% | Mar 31, 24 |
| 12 | Invenomic Institutional | 446.86K (1.85%) | -88.68K Decreased by -19.85% | Apr 30, 25 |
| 13 | Fidelity Contrafund | 374.43K (1.55%) | 288.44K Increased by +77.04% | Mar 31, 24 |
| 14 | Vanguard Small Cap Index | 299.38K (1.24%) | -2.05K Decreased by -0.69% | Jul 31, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 263.62K (1.09%) | -114.92K Decreased by -43.60% | Jul 31, 25 |
| 16 | Fidelity Small Cap Index | 246.26K (1.02%) | -6.13K Decreased by -2.49% | Jun 30, 25 |
| 17 | Fidelity® Small Cap Index | 238.61K (0.99%) | 6.28K Increased by +2.63% | Oct 31, 23 |
| 18 | Tieton Small Cap Value | 233.59K (0.97%) | -630.00 Decreased by -0.27% | Jun 30, 25 |
| 19 | TD Epoch U.S. Quality Capital Reinvestmt | 232.16K (0.96%) | 42.73K Increased by +18.41% | Jun 30, 24 |
| 20 | TD Global Capital Reinvestment - I | 232.16K (0.96%) | 0.00 Increased by 0.00% | Jun 30, 24 |