| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.68M (16.15%) | -83.85K Decreased by -2.28% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 2.62M (11.52%) | -126.63K Decreased by -4.82% | Jun 30, 25 |
| 3 | Marshfield Associates | 1.81M (7.94%) | -38.93K Decreased by -2.15% | Jun 30, 25 |
| 4 | T. Rowe Price Investment Management,Inc. | 1.57M (6.90%) | -695.05K Decreased by -44.18% | Jun 30, 25 |
| 5 | Burgundy Asset Management Ltd | 1.52M (6.69%) | 48.49K Increased by +3.18% | Jun 30, 25 |
| 6 | Dimensional Fund Advisors, Inc. | 1.45M (6.37%) | -26.98K Decreased by -1.86% | Jun 30, 25 |
| 7 | Inclusive Capital Partners LP | 975.00K (4.28%) | -680.00K Decreased by -69.74% | Jun 30, 24 |
| 8 | State Street Corp | 899.14K (3.94%) | -35.89K Decreased by -3.99% | Mar 31, 25 |
| 9 | State Street Corporation | 851.33K (3.73%) | 7.11K Increased by +0.84% | Mar 31, 24 |
| 10 | JPMorgan Chase & Co | 798.29K (3.50%) | 346.45K Increased by +43.40% | Sep 30, 24 |
| 11 | Royal Bank of Canada | 645.24K (2.83%) | 56.18K Increased by +8.71% | Mar 31, 25 |
| 12 | Geode Capital Management, LLC | 583.97K (2.56%) | 23.89K Increased by +4.09% | Mar 31, 25 |
| 13 | Van Lanschot Kempen Investment Management NV | 543.97K (2.39%) | -74.31K Decreased by -13.66% | Mar 31, 25 |
| 14 | Disciplined Growth Investors Inc | 474.79K (2.08%) | 39.26K Increased by +8.27% | Mar 31, 25 |
| 15 | Envestnet Asset Management Inc | 449.58K (1.97%) | 26.03K Increased by +5.79% | Jun 30, 25 |
| 16 | Nuveen Asset Management, LLC | 390.54K (1.71%) | 29.77K Increased by +7.62% | Dec 31, 24 |
| 17 | Nuveen, LLC | 375.14K (1.65%) | 375.14K Increased by +100.00% | Mar 31, 25 |
| 18 | Charles Schwab Investment Management Inc | 337.55K (1.48%) | 10.34K Increased by +3.06% | Jun 30, 25 |
| 19 | Morgan Stanley - Brokerage Accounts | 259.88K (1.14%) | -12.00K Decreased by -4.62% | Mar 31, 25 |
| 20 | Bank of New York Mellon Corp | 259.10K (1.14%) | -13.15K Decreased by -5.08% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.43M (6.28%) | 220.00 Increased by +0.02% | Jul 31, 25 |
| 2 | T. Rowe Price Small-Cap Value | 866.81K (3.80%) | -1.01K Decreased by -0.12% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 743.05K (3.26%) | 53.53K Increased by +7.20% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 684.43K (3.00%) | -14.58K Decreased by -2.13% | Jul 31, 25 |
| 5 | iShares Russell 2000 ETF | 565.66K (2.48%) | -10.71K Decreased by -1.89% | Jul 31, 25 |
| 6 | T. Rowe Price U.S. SC Value Eq Tr-Z | 558.13K (2.45%) | 42.94K Increased by +7.69% | Mar 31, 25 |
| 7 | T. Rowe Price U.S. SC Value Eq Tr-D | 532.62K (2.34%) | -25.52K Decreased by -4.79% | Jun 30, 25 |
| 8 | Vanguard Small Cap Index | 529.20K (2.32%) | -1.85K Decreased by -0.35% | Jul 31, 25 |
| 9 | Marshfield Core Value Equity | 384.12K (1.69%) | -29.79K Decreased by -7.76% | Jun 30, 25 |
| 10 | Kempen (Lux) Global Small-Cap I | 378.12K (1.66%) | -39.56K Decreased by -10.46% | Jun 30, 25 |
| 11 | DFA US Small Cap Value I | 340.52K (1.49%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Vanguard Small Cap Value Index Inv | 340.02K (1.49%) | 965.00 Increased by +0.28% | Jul 31, 25 |
| 13 | Marshfield Concentrated Opportunity | 336.58K (1.48%) | 35.69K Increased by +10.60% | May 31, 25 |
| 14 | T. Rowe Price Small-Cap Stock | 262.52K (1.15%) | -57.00 Decreased by -0.02% | Mar 31, 25 |
| 15 | T. Rowe Price US Small-Cap Core Equity | 262.52K (1.15%) | -31.38K Decreased by -11.95% | Mar 31, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 256.87K (1.13%) | -113.05K Decreased by -44.01% | Jul 31, 25 |
| 17 | Burgundy Smaller Companies | 227.16K (1.00%) | 5.03K Increased by +2.21% | Jul 31, 25 |
| 18 | Fidelity Small Cap Index | 225.78K (0.99%) | 474.00 Increased by +0.21% | May 31, 25 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 224.96K (0.99%) | -199.00 Decreased by -0.09% | Jul 31, 25 |
| 20 | Burgundy US Small Cap Value Composite | 222.13K (0.97%) | 5.72K Increased by +2.57% | Jun 30, 25 |