Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.95M (7.43%) 24.42K
Increased by +1.25%
Mar 31, 26
2 Vanguard Group Inc 1.93M (7.34%) -20.71K
Decreased by -1.08%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 1.33M (5.06%) -60.04K
Decreased by -4.52%
Mar 31, 26
4 Stock Yards Bank & Trust Co 1.32M (5.03%) -19.73K
Decreased by -1.50%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.17M (4.45%) 1.17M
Increased by +100.00%
Mar 31, 26
6 Neuberger Berman Group LLC 1.04M (3.95%) -35.34K
Decreased by -3.41%
Mar 31, 26
7 State Street Corp 963.72K (3.67%) 62.08K
Increased by +6.44%
Mar 31, 26
8 Victory Capital Management Inc. 944.30K (3.60%) -115.84K
Decreased by -12.27%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 879.21K (3.35%) -14.17K
Decreased by -1.61%
Mar 31, 26
10 State Street Corporation 749.52K (2.86%) 14.17K
Increased by +1.89%
Mar 31, 24
11 Geode Capital Management, LLC 672.94K (2.56%) 23.31K
Increased by +3.46%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 464.02K (1.77%) 464.02K
Increased by +100.00%
Mar 31, 26
13 The Goldman Sachs Group Inc 327.60K (1.25%) 190.45K
Increased by +58.14%
Mar 31, 26
14 Champlain Investment Partners, LLC 322.31K (1.23%) -86.44K
Decreased by -26.82%
Mar 31, 26
15 Curi Capital, LLC 321.37K (1.22%) 29.54K
Increased by +9.19%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 316.39K (1.21%) -63.58K
Decreased by -20.09%
Mar 31, 26
17 Curi RMB Capital 256.71K (0.98%) 3.69K
Increased by +1.44%
Mar 31, 25
18 Northern Trust Corp 253.76K (0.97%) 3.69K
Increased by +1.46%
Mar 31, 26
19 DePrince Race & Zollo Inc 249.87K (0.95%) 57.77K
Increased by +23.12%
Sep 30, 24
20 Goldman Sachs Group Inc 237.95K (0.91%) -144.91K
Decreased by -60.90%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 1.08M (4.10%) 83.53K
Increased by +7.76%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 923.61K (3.52%) 1.70K
Increased by +0.18%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 823.40K (3.14%) 5.33K
Increased by +0.65%
Apr 30, 26
4 Victory Small Cap Value CIT (Net 75) 785.00K (2.99%) 762.60K
Increased by +97.15%
Dec 31, 25
5 Victory Sycamore Small Company Opp R 690.00K (2.63%) -95.00K
Decreased by -13.77%
Mar 31, 26
6 iShares Russell 2000 ETF 622.52K (2.37%) 5.77K
Increased by +0.93%
May 29, 26
7 Neuberger Genesis Inv 620.59K (2.37%) -40.52K
Decreased by -6.53%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 307.84K (1.17%) 1.58K
Increased by +0.51%
Apr 30, 26
9 Champlain Small Company Fund, LLC 303.87K (1.16%) -13.65K
Decreased by -4.49%
May 31, 26
10 Fidelity® Small Cap Index 264.21K (1.01%) 7.82K
Increased by +2.96%
Oct 31, 23
11 Virtus KAR Small-Cap Value I 262.79K (1.00%) -15.00K
Decreased by -5.71%
Mar 31, 26
12 Fidelity Small Cap Index 257.70K (0.98%) 225.00
Increased by +0.09%
Mar 31, 26
13 iShares Russell 2000 Value ETF 232.02K (0.88%) 0.00
Increased by 0.00%
May 31, 25
14 Old Westbury Small & Mid Cap Strategies 215.00K (0.82%) -20.00K
Decreased by -9.30%
Oct 31, 25
15 iShares Russell 2000 Growth ETF 202.44K (0.77%) -1.32K
Decreased by -0.65%
May 29, 26
16 Curi Capital Small Cap Focus 199.95K (0.76%) 21.68K
Increased by +10.84%
Mar 31, 26
17 Opus Small Cap Value Plus ETF 191.04K (0.73%) 0.00
Increased by 0.00%
May 29, 26
18 SPDR® S&P Regional Banking ETF 185.59K (0.71%) 440.00
Increased by +0.24%
Dec 31, 24
19 RMB Small Cap Focus 184.44K (0.70%) 21.98K
Increased by +11.92%
Sep 30, 25
20 Calvert Small-Cap A 182.90K (0.70%) 0.00
Increased by 0.00%
Jun 30, 25