| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.18M (15.19%) | -68.05K Decreased by -3.12% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 1.69M (11.76%) | -1.25K Decreased by -0.07% | Jun 30, 25 |
| 3 | London Company of Virginia | 947.08K (6.59%) | -33.03K Decreased by -3.49% | Jun 30, 25 |
| 4 | River Road Asset Management, LLC | 793.76K (5.52%) | 4.34K Increased by +0.55% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 763.09K (5.31%) | -1.63K Decreased by -0.21% | Jun 30, 25 |
| 6 | Kayne Anderson Rudnick Investment Management LLC | 603.38K (4.20%) | -4.86K Decreased by -0.81% | Jun 30, 25 |
| 7 | State Street Corporation | 593.55K (4.13%) | 8.44K Increased by +1.42% | Mar 31, 24 |
| 8 | State Street Corp | 580.46K (4.04%) | -1.03K Decreased by -0.18% | Jun 30, 25 |
| 9 | Victory Capital Management Inc. | 432.42K (3.01%) | 66.39K Increased by +15.35% | Jun 30, 25 |
| 10 | Geode Capital Management, LLC | 364.41K (2.53%) | 3.59K Increased by +0.98% | Jun 30, 25 |
| 11 | TPG GP A, LLC | 335.11K (2.33%) | -163.57K Decreased by -48.81% | Mar 31, 24 |
| 12 | Copeland Capital Management, LLC | 329.56K (2.29%) | -30.86K Decreased by -9.36% | Jun 30, 25 |
| 13 | JONES FINANCIAL COMPANIES LLLP | 307.51K (2.14%) | 307.15K Increased by +99.88% | Mar 31, 25 |
| 14 | JPMorgan Chase & Co | 300.17K (2.09%) | -87.16K Decreased by -29.04% | Mar 31, 25 |
| 15 | Northern Trust Corp | 248.73K (1.73%) | -15.62K Decreased by -6.28% | Jun 30, 25 |
| 16 | Fuller & Thaler Asset Management Inc | 242.79K (1.69%) | 612.00 Increased by +0.25% | Jun 30, 25 |
| 17 | Wellington Management Company LLP | 231.84K (1.61%) | -36.08K Decreased by -15.56% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 230.03K (1.60%) | 735.00 Increased by +0.32% | Jun 30, 25 |
| 19 | Charles Schwab Investment Management Inc | 225.20K (1.57%) | -10.38K Decreased by -4.61% | Jun 30, 25 |
| 20 | Macquarie Group Ltd | 221.85K (1.54%) | 50.20K Increased by +22.63% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 892.44K (6.21%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Touchstone Mid Cap Y | 648.68K (4.51%) | -29.44K Decreased by -4.54% | Jun 30, 25 |
| 3 | Victory Small Cap Value CIT (Net 75) | 480.00K (3.34%) | 17.00K Increased by +3.54% | Sep 30, 24 |
| 4 | Vanguard US Total Market Shares ETF | 479.52K (3.33%) | 590.00 Increased by +0.12% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 474.29K (3.30%) | -10.14K Decreased by -2.14% | Jul 31, 25 |
| 6 | Vanguard Small Cap Index | 364.24K (2.53%) | -2.48K Decreased by -0.68% | Jul 31, 25 |
| 7 | iShares Russell 2000 ETF | 363.24K (2.53%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 8 | Victory Sycamore Small Company Opp R | 315.00K (2.19%) | 47.00K Increased by +14.92% | Jun 30, 25 |
| 9 | Delaware Small Cap Value A | 236.97K (1.65%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | Vanguard Small Cap Value Index Inv | 234.54K (1.63%) | 578.00 Increased by +0.25% | Jul 31, 25 |
| 11 | FullerThaler Behavioral Sm-Cp Eq R6 | 231.39K (1.61%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | FullerThaler Behavioral Small-Cap Equity | 231.39K (1.61%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | First Trust SMID Cp Rising Div Achv ETF | 174.85K (1.22%) | 185.00 Increased by +0.11% | Aug 28, 25 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 161.21K (1.12%) | -69.91K Decreased by -43.36% | Jul 31, 25 |
| 15 | AMG River Road Small Cap Value N | 156.48K (1.09%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 16 | T. Rowe Price Small-Cap Value | 155.60K (1.08%) | -600.00 Decreased by -0.39% | Dec 31, 23 |
| 17 | Fidelity Small Cap Index | 151.31K (1.05%) | -1.31K Decreased by -0.86% | Jun 30, 25 |
| 18 | American Century Small Cap Growth Inv | 146.67K (1.02%) | -2.26K Decreased by -1.54% | Dec 31, 24 |
| 19 | American Century U.S. Small Cap Growth | 146.67K (1.02%) | -2.26K Decreased by -1.54% | Dec 31, 24 |
| 20 | Fidelity® Small Cap Index | 144.56K (1.01%) | 4.00K Increased by +2.76% | Oct 31, 23 |