| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.25M (15.20%) | -71.02K Decreased by -3.15% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.69M (11.42%) | -15.57K Decreased by -0.92% | Mar 31, 25 |
| 3 | London Company of Virginia | 980.11K (6.61%) | 123.00 Increased by +0.01% | Mar 31, 25 |
| 4 | River Road Asset Management, LLC | 789.43K (5.33%) | -65.86K Decreased by -8.34% | Mar 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 764.72K (5.16%) | 1.03K Increased by +0.13% | Mar 31, 25 |
| 6 | Kayne Anderson Rudnick Investment Management LLC | 608.25K (4.11%) | 17.53K Increased by +2.88% | Mar 31, 25 |
| 7 | State Street Corporation | 593.55K (4.01%) | 8.44K Increased by +1.42% | Mar 31, 24 |
| 8 | State Street Corp | 581.50K (3.92%) | -26.64K Decreased by -4.58% | Mar 31, 25 |
| 9 | Victory Capital Management Inc. | 366.03K (2.47%) | -275.78K Decreased by -75.34% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 360.82K (2.44%) | 13.31K Increased by +3.69% | Mar 31, 25 |
| 11 | TPG GP A, LLC | 335.11K (2.26%) | -163.57K Decreased by -48.81% | Mar 31, 24 |
| 12 | Copeland Capital Management, LLC | 329.56K (2.22%) | -30.86K Decreased by -9.36% | Jun 30, 25 |
| 13 | JONES FINANCIAL COMPANIES LLLP | 307.51K (2.08%) | 307.15K Increased by +99.88% | Mar 31, 25 |
| 14 | JPMorgan Chase & Co | 300.17K (2.03%) | -87.16K Decreased by -29.04% | Mar 31, 25 |
| 15 | Northern Trust Corp | 264.35K (1.78%) | 1.02K Increased by +0.39% | Mar 31, 25 |
| 16 | Fuller & Thaler Asset Management Inc | 242.18K (1.63%) | -29.67K Decreased by -12.25% | Mar 31, 25 |
| 17 | Charles Schwab Investment Management Inc | 235.57K (1.59%) | -1.73K Decreased by -0.74% | Mar 31, 25 |
| 18 | Wellington Management Company LLP | 231.84K (1.56%) | -36.08K Decreased by -15.56% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 229.29K (1.55%) | -22.96K Decreased by -10.01% | Mar 31, 25 |
| 20 | American Century Companies Inc | 189.24K (1.28%) | 16.02K Increased by +8.47% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 895.94K (6.05%) | 0.00 Increased by 0.00% | Jul 30, 25 |
| 2 | Touchstone Mid Cap Y | 648.68K (4.38%) | -29.44K Decreased by -4.54% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 484.43K (3.27%) | 4.90K Increased by +1.01% | Jun 30, 25 |
| 4 | Victory Small Cap Value CIT (Net 75) | 480.00K (3.24%) | 17.00K Increased by +3.54% | Sep 30, 24 |
| 5 | Vanguard US Total Market Shares ETF | 479.52K (3.24%) | 590.00 Increased by +0.12% | Sep 30, 24 |
| 6 | Vanguard Small Cap Index | 366.72K (2.47%) | -11.46K Decreased by -3.12% | Jun 30, 25 |
| 7 | iShares Russell 2000 ETF | 362.22K (2.44%) | -5.82K Decreased by -1.61% | Jul 30, 25 |
| 8 | Victory Sycamore Small Company Opp R | 315.00K (2.13%) | 47.00K Increased by +14.92% | Jun 30, 25 |
| 9 | Delaware Small Cap Value A | 236.97K (1.60%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | Vanguard Small Cap Value Index Inv | 233.97K (1.58%) | -9.39K Decreased by -4.01% | Jun 30, 25 |
| 11 | FullerThaler Behavioral Sm-Cp Eq R6 | 231.39K (1.56%) | -29.05K Decreased by -12.56% | Mar 31, 25 |
| 12 | FullerThaler Behavioral Small-Cap Equity | 231.39K (1.56%) | -29.05K Decreased by -12.56% | Mar 31, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 231.12K (1.56%) | -1.91K Decreased by -0.83% | Jun 30, 25 |
| 14 | First Trust SMID Cp Rising Div Achv ETF | 172.11K (1.16%) | -333.00 Decreased by -0.19% | Jul 31, 25 |
| 15 | AMG River Road Small Cap Value N | 156.48K (1.06%) | 1.01K Increased by +0.64% | Jun 30, 25 |
| 16 | T. Rowe Price Small-Cap Value | 155.60K (1.05%) | -600.00 Decreased by -0.39% | Dec 31, 23 |
| 17 | Macquarie Small Cap Value A | 155.36K (1.05%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Fidelity Small Cap Index | 152.62K (1.03%) | 375.00 Increased by +0.25% | May 31, 25 |
| 19 | American Century Small Cap Growth Inv | 146.67K (0.99%) | -2.26K Decreased by -1.54% | Dec 31, 24 |
| 20 | American Century U.S. Small Cap Growth | 146.67K (0.99%) | -2.26K Decreased by -1.54% | Dec 31, 24 |