| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.13M (15.63%) | 147.41K Increased by +2.40% | Dec 31, 25 |
| 2 | Vanguard Group Inc | 4.84M (12.34%) | 25.17K Increased by +0.52% | Dec 31, 25 |
| 3 | Neuberger Berman Group LLC | 3.02M (7.69%) | -50.45K Decreased by -1.67% | Mar 31, 26 |
| 4 | Schroder Investment Management Group | 2.38M (6.08%) | 574.85K Increased by +24.13% | Mar 31, 26 |
| 5 | Champlain Investment Partners, LLC | 2.00M (5.11%) | -2.21K Decreased by -0.11% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 1.83M (4.67%) | 228.86K Increased by +12.51% | Mar 31, 26 |
| 7 | State Street Corp | 1.70M (4.33%) | 24.27K Increased by +1.43% | Dec 31, 25 |
| 8 | State Street Corporation | 1.60M (4.09%) | -866.90K Decreased by -54.02% | Mar 31, 24 |
| 9 | BMO Capital Markets Corp. | 1.59M (4.06%) | 1.15M Increased by +72.23% | Mar 31, 26 |
| 10 | Bank of Montreal | 1.59M (4.06%) | 1.15M Increased by +72.23% | Mar 31, 26 |
| 11 | Madison Avenue Partners, LP | 1.15M (2.93%) | -23.37K Decreased by -2.04% | Dec 31, 25 |
| 12 | SG Capital Management, LLC | 1.11M (2.84%) | -285.41K Decreased by -25.67% | Jun 30, 25 |
| 13 | Brown Advisory Holdings Inc | 1.04M (2.66%) | -163.38K Decreased by -15.67% | Dec 31, 25 |
| 14 | Burgundy Asset Management Ltd | 1.03M (2.62%) | 17.58K Increased by +1.71% | Dec 31, 24 |
| 15 | Geode Capital Management, LLC | 953.90K (2.43%) | -5.16K Decreased by -0.54% | Dec 31, 25 |
| 16 | Clarkston Capital Partners, LLC | 942.56K (2.40%) | -1.68M Decreased by -177.75% | Mar 31, 26 |
| 17 | Silvercrest Asset Management Group LLC | 921.29K (2.35%) | 921.29K Increased by +100.00% | Dec 31, 25 |
| 18 | Amvescap Plc. | 816.49K (2.08%) | 180.43K Increased by +22.10% | Mar 31, 26 |
| 19 | Bank of New York Mellon Corp | 796.19K (2.03%) | -31.61K Decreased by -3.97% | Mar 31, 26 |
| 20 | William Blair Investment Management, LLC | 794.90K (2.03%) | -83.69K Decreased by -10.53% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.46M (6.26%) | 582.00 Increased by +0.02% | Apr 30, 26 |
| 2 | Neuberger Berman Genesis Inv | 1.74M (4.43%) | 898.24K Increased by +51.70% | Jun 30, 25 |
| 3 | Neuberger Genesis Inv | 1.71M (4.35%) | -99.09K Decreased by -5.81% | Mar 31, 26 |
| 4 | Vanguard US Total Market Shares ETF | 1.30M (3.33%) | 1.50K Increased by +0.12% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.20M (3.07%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Schroder Global Sust Val Eq X Acc | 1.09M (2.77%) | -115.22K Decreased by -10.59% | Feb 29, 24 |
| 7 | iShares Russell 2000 ETF | 946.97K (2.41%) | 7.99K Increased by +0.84% | Apr 30, 26 |
| 8 | Clarkston Capital SMID Composite | 942.56K (2.40%) | -1.67M Decreased by -177.66% | Mar 31, 26 |
| 9 | Vanguard Small Cap Index | 858.74K (2.19%) | 1.50K Increased by +0.17% | Mar 31, 26 |
| 10 | Champlain Small Company Adv | 835.00K (2.13%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | SPDR® S&P Dividend ETF | 728.17K (1.86%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | Schroder Global Recovery L Acc GBP | 709.20K (1.81%) | 14.64K Increased by +2.06% | Mar 31, 26 |
| 13 | Schroder ISF Glbl Rcvy E Acc USD | 638.60K (1.63%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | Invesco High Yield Eq Div Achiev™ ETF | 606.42K (1.55%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 15 | Brown Advisory Small-Cap Fdmtl Val Inv | 554.33K (1.41%) | -8.86K Decreased by -1.60% | Mar 31, 26 |
| 16 | Vanguard Small Cap Value Index Inv | 546.77K (1.39%) | -4.00K Decreased by -0.73% | Mar 31, 26 |
| 17 | Stt Strt SPDR S&P Glbl DivAristETF | 511.07K (1.30%) | 29.22K Increased by +5.72% | Apr 30, 26 |
| 18 | Palisade Small Cap Core Equity | 494.58K (1.26%) | 6.70K Increased by +1.35% | Mar 31, 26 |
| 19 | Calvert Small-Cap A | 476.75K (1.22%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Calvert US Small-Cap Strategy | 476.75K (1.22%) | 0.00 Increased by 0.00% | Jun 30, 25 |