| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.16M (15.96%) | 31.10K Increased by +0.50% | Mar 31, 26 |
| 2 | Vanguard Group Inc | 4.84M (12.54%) | 25.17K Increased by +0.52% | Dec 31, 25 |
| 3 | Neuberger Berman Group LLC | 3.02M (7.81%) | -50.45K Decreased by -1.67% | Mar 31, 26 |
| 4 | Vanguard Portfolio Management, LLC | 2.50M (6.48%) | 2.50M Increased by +100.00% | Mar 31, 26 |
| 5 | Schroder Investment Management Group | 2.38M (6.17%) | 574.85K Increased by +24.13% | Mar 31, 26 |
| 6 | State Street Corp | 2.18M (5.64%) | 479.67K Increased by +22.04% | Mar 31, 26 |
| 7 | Champlain Investment Partners, LLC | 2.00M (5.19%) | -2.21K Decreased by -0.11% | Sep 30, 23 |
| 8 | Dimensional Fund Advisors, Inc. | 1.83M (4.74%) | 228.86K Increased by +12.51% | Mar 31, 26 |
| 9 | Vanguard Capital Management, LLC | 1.72M (4.45%) | 1.72M Increased by +100.00% | Mar 31, 26 |
| 10 | State Street Corporation | 1.60M (4.16%) | -866.90K Decreased by -54.02% | Mar 31, 24 |
| 11 | BMO Capital Markets Corp. | 1.59M (4.12%) | 1.15M Increased by +72.23% | Mar 31, 26 |
| 12 | Bank of Montreal | 1.59M (4.12%) | 1.15M Increased by +72.23% | Mar 31, 26 |
| 13 | Brown Advisory Holdings Inc | 1.21M (3.13%) | 166.74K Increased by +13.79% | Mar 31, 26 |
| 14 | SG Capital Management, LLC | 1.11M (2.88%) | -285.41K Decreased by -25.67% | Jun 30, 25 |
| 15 | Burgundy Asset Management Ltd | 1.03M (2.66%) | 17.58K Increased by +1.71% | Dec 31, 24 |
| 16 | Silvercrest Asset Management Group LLC | 972.67K (2.52%) | 51.38K Increased by +5.28% | Mar 31, 26 |
| 17 | Geode Capital Management, LLC | 970.76K (2.51%) | 16.85K Increased by +1.74% | Mar 31, 26 |
| 18 | Clarkston Capital Partners, LLC | 942.56K (2.44%) | -1.68M Decreased by -177.75% | Mar 31, 26 |
| 19 | William Blair Investment Management, LLC | 821.99K (2.13%) | 27.09K Increased by +3.30% | Mar 31, 26 |
| 20 | Amvescap Plc. | 816.49K (2.11%) | 180.43K Increased by +22.10% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.44M (6.33%) | 950.00 Increased by +0.04% | May 29, 26 |
| 2 | Neuberger Berman Genesis Inv | 1.74M (4.50%) | 898.24K Increased by +51.70% | Jun 30, 25 |
| 3 | Neuberger Genesis Inv | 1.71M (4.42%) | -99.09K Decreased by -5.81% | Mar 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 1.30M (3.38%) | 1.50K Increased by +0.12% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.20M (3.12%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 6 | Schroder Global Sust Val Eq X Acc | 1.09M (2.82%) | -115.22K Decreased by -10.59% | Feb 29, 24 |
| 7 | iShares Russell 2000 ETF | 962.20K (2.49%) | 8.89K Increased by +0.92% | May 29, 26 |
| 8 | Clarkston Capital SMID Composite | 942.56K (2.44%) | -1.67M Decreased by -177.66% | Mar 31, 26 |
| 9 | Vanguard Small Cap Index | 859.50K (2.23%) | 757.00 Increased by +0.09% | Apr 30, 26 |
| 10 | Champlain Small Company Adv | 835.00K (2.16%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Schroder Global Recovery L Acc GBP | 729.68K (1.89%) | 20.47K Increased by +2.81% | Apr 30, 26 |
| 12 | SPDR® S&P Dividend ETF | 728.17K (1.89%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | Schroder ISF Glbl Rcvy E Acc USD | 638.60K (1.65%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 14 | Invesco High Yield Eq Div Achiev™ ETF | 600.02K (1.55%) | 0.00 Increased by 0.00% | May 29, 26 |
| 15 | Vanguard Small Cap Value Index Inv | 553.04K (1.43%) | 6.27K Increased by +1.13% | Apr 30, 26 |
| 16 | Brown Advisory Small-Cap Fdmtl Val Inv | 552.23K (1.43%) | -2.10K Decreased by -0.38% | Apr 30, 26 |
| 17 | Stt Strt SPDR S&P Glbl DivAristETF | 511.07K (1.32%) | 29.22K Increased by +5.72% | Apr 30, 26 |
| 18 | Palisade Small Cap Core Equity | 494.58K (1.28%) | 6.70K Increased by +1.35% | Mar 31, 26 |
| 19 | Calvert Small-Cap A | 476.75K (1.23%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Calvert US Small-Cap Strategy | 476.75K (1.23%) | 0.00 Increased by 0.00% | Jun 30, 25 |