| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.25M (15.12%) | -78.49K Decreased by -3.49% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 1.07M (7.20%) | -13.88K Decreased by -1.30% | Mar 31, 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 (5.98%) | 72.46K Increased by +8.15% | Jun 30, 25 |
| 6 | T. Rowe Price Investment Management,Inc. | 773.01K (5.20%) | 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 | 543.81K (3.66%) | -28.00K Decreased by -5.15% | Mar 31, 25 |
| 10 | BTIM Corp | 510.82K (3.43%) | -7.86K Decreased by -1.54% | Mar 31, 25 |
| 11 | Schroder Investment Management Group | 441.70K (2.97%) | 35.85K Increased by +8.12% | Mar 31, 25 |
| 12 | Dimensional Fund Advisors, Inc. | 403.16K (2.71%) | -23.14K Decreased by -5.74% | Mar 31, 25 |
| 13 | Geode Capital Management, LLC | 348.62K (2.34%) | 5.58K Increased by +1.60% | Mar 31, 25 |
| 14 | Bahl & Gaynor Inc. | 345.00K (2.32%) | 84.88K Increased by +24.60% | Mar 31, 25 |
| 15 | GW&K Investment Management, LLC | 344.39K (2.32%) | 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 | Envestnet Asset Management Inc | 316.49K (2.13%) | 16.70K Increased by +5.28% | Mar 31, 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 | 905.94K (6.09%) | 1.05K Increased by +0.12% | Jun 30, 25 |
| 2 | Virtus KAR Small-Cap Growth I | 625.58K (4.21%) | -42.00K Decreased by -6.71% | Mar 31, 25 |
| 3 | Calvert Small-Cap A | 580.25K (3.90%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Calvert US Small-Cap Strategy | 580.25K (3.90%) | -10.18K Decreased by -1.75% | Mar 31, 25 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 482.74K (3.25%) | 610.00 Increased by +0.13% | May 31, 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 | 370.06K (2.49%) | 2.58K Increased by +0.70% | Jun 30, 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 | 238.44K (1.60%) | 1.52K Increased by +0.64% | May 31, 25 |
| 12 | Boston Trust Walden Small Cap | 202.62K (1.36%) | 250.00 Increased by +0.12% | Jun 30, 25 |
| 13 | Select Health Care Svcs Port | 198.30K (1.33%) | 18.00K Increased by +9.08% | Nov 30, 23 |
| 14 | Schroder US Smaller Companies Acc | 194.12K (1.31%) | 0.00 Increased by 0.00% | May 31, 25 |
| 15 | SouthernSun Small Cap, N | 187.50K (1.26%) | -12.05K Decreased by -6.43% | Mar 31, 25 |
| 16 | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | 178.33K (1.20%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Fidelity Select Health Care Svcs Port | 163.30K (1.10%) | 0.00 Increased by 0.00% | May 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 | 151.53K (1.02%) | 2.06K Increased by +1.36% | Apr 30, 25 |
| 20 | T. Rowe Price Instl Small-Cap Stock | 146.81K (0.99%) | 11.92K Increased by +8.12% | Mar 31, 24 |