| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.21M (14.88%) | 8.59K Increased by +0.39% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 1.09M (7.31%) | 15.71K Increased by +1.45% | Dec 31, 25 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 1.07M (7.18%) | -146.40K Decreased by -13.74% | Mar 31, 26 |
| 4 | Morgan Stanley - Brokerage Accounts | 1.00M (6.76%) | -865.00 Decreased by -0.09% | Mar 31, 26 |
| 5 | Bahl & Gaynor Inc. | 845.39K (5.70%) | 184.52K Increased by +21.83% | Mar 31, 26 |
| 6 | Copeland Capital Management, LLC | 836.83K (5.64%) | 50.72K Increased by +6.06% | Mar 31, 26 |
| 7 | T. Rowe Price Investment Management,Inc. | 773.01K (5.21%) | 11.75K Increased by +1.52% | Mar 31, 24 |
| 8 | Vanguard Capital Management, LLC | 664.06K (4.48%) | 664.06K Increased by +100.00% | Mar 31, 26 |
| 9 | State Street Corp | 648.39K (4.37%) | -40.00 Decreased by -0.01% | Mar 31, 26 |
| 10 | State Street Corporation | 578.90K (3.90%) | 16.59K Increased by +2.86% | Mar 31, 24 |
| 11 | Bank of America Corp | 554.62K (3.74%) | 54.66K Increased by +9.85% | Mar 31, 26 |
| 12 | Dimensional Fund Advisors, Inc. | 507.39K (3.42%) | 15.67K Increased by +3.09% | Mar 31, 26 |
| 13 | SouthernSun Asset Management, LLC | 439.90K (2.96%) | -39.63K Decreased by -9.01% | Mar 31, 26 |
| 14 | BTIM Corp | 400.11K (2.70%) | -52.20K Decreased by -13.05% | Mar 31, 26 |
| 15 | William Blair Investment Management, LLC | 377.86K (2.55%) | 7.16K Increased by +1.89% | Mar 31, 26 |
| 16 | GW&K Investment Management, LLC | 368.68K (2.48%) | 6.70K Increased by +1.82% | Mar 31, 26 |
| 17 | Geode Capital Management, LLC | 365.95K (2.47%) | 10.72K Increased by +2.93% | Mar 31, 26 |
| 18 | Envestnet Asset Management Inc | 346.16K (2.33%) | 29.67K Increased by +8.57% | Jun 30, 25 |
| 19 | Barclays PLC | 343.43K (2.31%) | 321.19K Increased by +93.52% | Jun 30, 24 |
| 20 | American Century Companies Inc | 336.45K (2.27%) | 70.11K Increased by +20.84% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 926.09K (6.24%) | 395.00 Increased by +0.04% | May 29, 26 |
| 2 | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | 571.86K (3.85%) | 524.00 Increased by +0.09% | May 29, 26 |
| 3 | Virtus KAR Small-Cap Growth I | 563.09K (3.79%) | -104.00K Decreased by -18.47% | Mar 31, 26 |
| 4 | Calvert US Small-Cap SMA | 561.36K (3.78%) | 560.89K Increased by +99.92% | Dec 31, 25 |
| 5 | Calvert US Small-Cap Strategy | 511.62K (3.45%) | -49.74K Decreased by -9.72% | Mar 31, 26 |
| 6 | Vanguard US Total Market Shares ETF | 478.07K (3.22%) | 679.00 Increased by +0.14% | Sep 30, 24 |
| 7 | Vanguard Total Stock Mkt Idx Inv | 477.39K (3.22%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 8 | Calvert Small-Cap A | 409.40K (2.76%) | -102.22K Decreased by -24.97% | Apr 30, 26 |
| 9 | iShares Russell 2000 ETF | 360.65K (2.43%) | 3.33K Increased by +0.92% | May 29, 26 |
| 10 | SouthernSun Small Cap | 321.07K (2.16%) | -27.47K Decreased by -8.56% | Mar 31, 26 |
| 11 | T. Rowe Price Small-Cap Stock | 312.63K (2.11%) | -400.00 Decreased by -0.13% | Mar 31, 24 |
| 12 | T. Rowe Price US Small-Cap Core Equity | 312.63K (2.11%) | -400.00 Decreased by -0.13% | Mar 31, 24 |
| 13 | American Century Small Cap Growth Inv | 255.08K (1.72%) | 49.29K Increased by +19.32% | Mar 31, 26 |
| 14 | American Century U.S. Small Cap Growth | 255.08K (1.72%) | 49.29K Increased by +19.32% | Mar 31, 26 |
| 15 | Select Health Care Svcs Port | 198.30K (1.34%) | 18.00K Increased by +9.08% | Nov 30, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 171.77K (1.16%) | 795.00 Increased by +0.46% | Apr 30, 26 |
| 17 | T. Rowe Price U.S. SC Core Eq Tr-Z | 155.35K (1.05%) | 400.00 Increased by +0.26% | Mar 31, 24 |
| 18 | SouthernSun Small Cap, N | 151.43K (1.02%) | -14.13K Decreased by -9.33% | Mar 31, 26 |
| 19 | Boston Trust Walden Small Cap | 151.31K (1.02%) | -4.63K Decreased by -3.06% | Apr 30, 26 |
| 20 | Fidelity Small Cap Index | 148.21K (1.00%) | 110.00 Increased by +0.07% | Mar 31, 26 |