| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.33M (15.63%) | 34.25K Increased by +1.47% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 1.08M (7.28%) | 6.39K Increased by +0.59% | Dec 31, 24 |
| 3 | Morgan Stanley - Brokerage Accounts | 1.04M (6.97%) | -167.61K Decreased by -16.16% | Dec 31, 24 |
| 4 | Kayne Anderson Rudnick Investment Management LLC | 1.01M (6.81%) | -103.42K Decreased by -10.20% | Dec 31, 24 |
| 5 | Copeland Capital Management, LLC | 816.27K (5.48%) | -23.08K Decreased by -2.83% | Mar 31, 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 | 690.37K (4.64%) | 22.51K Increased by +3.26% | Dec 31, 24 |
| 8 | State Street Corporation | 578.90K (3.89%) | 16.59K Increased by +2.86% | Mar 31, 24 |
| 9 | SouthernSun Asset Management, LLC | 571.81K (3.84%) | 24.70K Increased by +4.32% | Dec 31, 24 |
| 10 | BTIM Corp | 510.82K (3.43%) | -7.86K Decreased by -1.54% | Mar 31, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 426.30K (2.86%) | 7.89K Increased by +1.85% | Dec 31, 24 |
| 12 | Schroder Investment Management Group | 405.85K (2.73%) | -25.03K Decreased by -6.17% | Dec 31, 24 |
| 13 | Barclays PLC | 343.43K (2.31%) | 321.19K Increased by +93.52% | Jun 30, 24 |
| 14 | Geode Capital Management, LLC | 343.03K (2.30%) | -41.00 Decreased by -0.01% | Dec 31, 24 |
| 15 | GW&K Investment Management, LLC | 316.19K (2.12%) | -3.80K Decreased by -1.20% | Dec 31, 24 |
| 16 | Envestnet Asset Management Inc | 299.79K (2.01%) | 50.16K Increased by +16.73% | Dec 31, 24 |
| 17 | Riverbridge Partners LLC | 283.26K (1.90%) | -26.95K Decreased by -9.51% | Mar 31, 25 |
| 18 | Northern Trust Corp | 261.82K (1.76%) | 32.02K Increased by +12.23% | Dec 31, 24 |
| 19 | Bahl & Gaynor Inc. | 260.13K (1.75%) | 149.62K Increased by +57.52% | Dec 31, 24 |
| 20 | Point72 Asset Management, L.P. | 212.90K (1.43%) | 212.90K Increased by +100.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 914.71K (6.14%) | -936.00 Decreased by -0.10% | Apr 30, 25 |
| 2 | Virtus KAR Small-Cap Growth I | 667.58K (4.48%) | -85.00K Decreased by -12.73% | Dec 31, 24 |
| 3 | Calvert Small-Cap A | 590.43K (3.97%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | Calvert US Small-Cap Strategy | 590.43K (3.97%) | -142.96K Decreased by -24.21% | Dec 31, 24 |
| 5 | Vanguard US Total Market Shares ETF | 478.07K (3.21%) | 679.00 Increased by +0.14% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 474.87K (3.19%) | 3.09K Increased by +0.65% | Mar 31, 25 |
| 7 | SouthernSun Small Cap | 419.63K (2.82%) | -15.18K Decreased by -3.62% | Mar 31, 25 |
| 8 | iShares Russell 2000 ETF | 362.07K (2.43%) | 61.00 Increased by +0.02% | Apr 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 | 236.66K (1.59%) | 433.00 Increased by +0.18% | Mar 31, 25 |
| 12 | Boston Trust Walden Small Cap | 207.15K (1.39%) | -1.25K Decreased by -0.60% | Mar 31, 25 |
| 13 | SouthernSun Small Cap, N | 199.55K (1.34%) | -10.33K Decreased by -5.18% | Dec 31, 24 |
| 14 | Select Health Care Svcs Port | 198.30K (1.33%) | 18.00K Increased by +9.08% | Nov 30, 23 |
| 15 | Schroder US Smaller Companies Acc | 194.12K (1.30%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | 166.06K (1.12%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | Fidelity Select Health Care Svcs Port | 163.30K (1.10%) | 0.00 Increased by 0.00% | Mar 31, 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 | 148.19K (1.00%) | 1.53K Increased by +1.03% | Feb 28, 25 |
| 20 | T. Rowe Price Instl Small-Cap Stock | 146.81K (0.99%) | 11.92K Increased by +8.12% | Mar 31, 24 |