| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.25M (15.10%) | -78.49K Decreased by -3.49% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.07M (7.22%) | 3.94K Increased by +0.37% | Jun 30, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 995.46K (6.69%) | -41.73K Decreased by -4.19% | Mar 31, 25 |
| 4 | Kayne Anderson Rudnick Investment Management LLC | 967.22K (6.50%) | -46.55K Decreased by -4.81% | Mar 31, 25 |
| 5 | Copeland Capital Management, LLC | 888.74K (5.97%) | 72.46K Increased by +8.15% | Jun 30, 25 |
| 6 | T. Rowe Price Investment Management,Inc. | 773.01K (5.19%) | 11.75K Increased by +1.52% | Mar 31, 24 |
| 7 | State Street Corp | 675.63K (4.54%) | -14.74K Decreased by -2.18% | Mar 31, 25 |
| 8 | State Street Corporation | 578.90K (3.89%) | 16.59K Increased by +2.86% | Mar 31, 24 |
| 9 | SouthernSun Asset Management, LLC | 507.84K (3.41%) | -35.97K Decreased by -7.08% | Jun 30, 25 |
| 10 | BTIM Corp | 497.81K (3.34%) | -13.01K Decreased by -2.61% | Jun 30, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 446.67K (3.00%) | 43.51K Increased by +9.74% | Jun 30, 25 |
| 12 | Schroder Investment Management Group | 385.15K (2.59%) | -56.55K Decreased by -14.68% | Jun 30, 25 |
| 13 | Geode Capital Management, LLC | 348.62K (2.34%) | 5.58K Increased by +1.60% | Mar 31, 25 |
| 14 | Envestnet Asset Management Inc | 346.16K (2.33%) | 29.67K Increased by +8.57% | Jun 30, 25 |
| 15 | GW&K Investment Management, LLC | 344.39K (2.31%) | 28.20K Increased by +8.19% | Mar 31, 25 |
| 16 | Barclays PLC | 343.43K (2.31%) | 321.19K Increased by +93.52% | Jun 30, 24 |
| 17 | Bahl & Gaynor Inc. | 321.63K (2.16%) | -23.37K Decreased by -7.27% | Jun 30, 25 |
| 18 | Riverbridge Partners LLC | 283.26K (1.90%) | -26.95K Decreased by -9.51% | Mar 31, 25 |
| 19 | Northern Trust Corp | 274.12K (1.84%) | 12.29K Increased by +4.48% | Mar 31, 25 |
| 20 | Rockefeller Capital Management L.P. | 241.15K (1.62%) | 52.87K Increased by +21.92% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 906.87K (6.09%) | 148.00 Increased by +0.02% | Jul 31, 25 |
| 2 | Virtus KAR Small-Cap Growth I | 625.58K (4.20%) | -42.00K Decreased by -6.71% | Mar 31, 25 |
| 3 | Calvert Small-Cap A | 600.15K (4.03%) | 19.90K Increased by +3.32% | Jun 30, 25 |
| 4 | Calvert US Small-Cap Strategy | 600.15K (4.03%) | 19.90K Increased by +3.32% | Jun 30, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 482.82K (3.24%) | 80.00 Increased by +0.02% | Jun 30, 25 |
| 6 | Vanguard US Total Market Shares ETF | 478.07K (3.21%) | 679.00 Increased by +0.14% | Sep 30, 24 |
| 7 | iShares Russell 2000 ETF | 349.54K (2.35%) | -6.62K Decreased by -1.89% | Jul 31, 25 |
| 8 | SouthernSun Small Cap | 321.56K (2.16%) | -98.06K Decreased by -30.49% | Jun 30, 25 |
| 9 | T. Rowe Price Small-Cap Stock | 312.63K (2.10%) | -400.00 Decreased by -0.13% | Mar 31, 24 |
| 10 | T. Rowe Price US Small-Cap Core Equity | 312.63K (2.10%) | -400.00 Decreased by -0.13% | Mar 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 232.69K (1.56%) | -5.75K Decreased by -2.47% | Jun 30, 25 |
| 12 | Boston Trust Walden Small Cap | 202.16K (1.36%) | -450.00 Decreased by -0.22% | Jul 31, 25 |
| 13 | Select Health Care Svcs Port | 198.30K (1.33%) | 18.00K Increased by +9.08% | Nov 30, 23 |
| 14 | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | 183.55K (1.23%) | 235.00 Increased by +0.13% | Jul 31, 25 |
| 15 | SouthernSun Small Cap, N | 178.81K (1.20%) | -8.70K Decreased by -4.86% | Jun 30, 25 |
| 16 | Schroder US Smaller Companies Acc | 165.06K (1.11%) | -29.05K Decreased by -17.60% | Jun 30, 25 |
| 17 | Fidelity Select Health Care Svcs Port | 163.30K (1.10%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | T. Rowe Price U.S. SC Core Eq Tr-Z | 155.35K (1.04%) | 400.00 Increased by +0.26% | Mar 31, 24 |
| 19 | Fidelity Small Cap Index | 151.63K (1.02%) | 105.00 Increased by +0.07% | May 31, 25 |
| 20 | T. Rowe Price Instl Small-Cap Stock | 146.81K (0.99%) | 11.92K Increased by +8.12% | Mar 31, 24 |