| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pzena Investment Management, LLC | 1.72M (9.94%) | 41.71K Increased by +2.42% | Dec 31, 25 |
| 2 | Wellington Management Company LLP | 1.69M (9.75%) | 359.55K Increased by +21.30% | Dec 31, 25 |
| 3 | Cooke & Bieler LP | 1.57M (9.05%) | 23.31K Increased by +1.49% | Dec 31, 25 |
| 4 | BlackRock Inc | 1.47M (8.49%) | -46.59K Decreased by -3.17% | Sep 30, 25 |
| 5 | Twin Lions Management LLC | 1.14M (6.57%) | 85.95K Increased by +7.55% | Dec 31, 25 |
| 6 | Vanguard Group Inc | 1.13M (6.54%) | -23.11K Decreased by -2.04% | Dec 31, 25 |
| 7 | Macquarie Group Ltd | 1.08M (6.22%) | -4.73K Decreased by -0.44% | Sep 30, 25 |
| 8 | Dimensional Fund Advisors, Inc. | 914.43K (5.28%) | -67.97K Decreased by -7.43% | Dec 31, 25 |
| 9 | Lodge Hill Capital, LLC | 905.01K (5.23%) | 20.00K Increased by +2.21% | Dec 31, 25 |
| 10 | Fort Washington Investment Advisors Inc | 665.37K (3.84%) | 159.75K Increased by +24.01% | Dec 31, 25 |
| 11 | Manufacturers Life Insurance Co | 634.29K (3.66%) | -209.31K Decreased by -33.00% | Sep 30, 24 |
| 12 | Amvescap Plc. | 627.93K (3.63%) | 203.50K Increased by +32.41% | Mar 31, 24 |
| 13 | Capital World Investors | 605.27K (3.50%) | -344.46K Decreased by -56.91% | Dec 31, 25 |
| 14 | Loomis, Sayles & Company LP | 535.47K (3.09%) | -16.95K Decreased by -3.17% | Dec 31, 23 |
| 15 | American Century Companies Inc | 523.85K (3.03%) | -26.68K Decreased by -5.09% | Dec 31, 25 |
| 16 | State Street Corporation | 457.26K (2.64%) | 8.22K Increased by +1.80% | Mar 31, 24 |
| 17 | Geode Capital Management, LLC | 452.97K (2.62%) | -1.95K Decreased by -0.43% | Dec 31, 25 |
| 18 | SouthernSun Asset Management, LLC | 452.35K (2.61%) | -25.95K Decreased by -5.74% | Dec 31, 23 |
| 19 | State Street Corp | 449.81K (2.60%) | -2.56K Decreased by -0.57% | Sep 30, 25 |
| 20 | Charles Schwab Investment Management Inc | 429.73K (2.48%) | 85.42K Increased by +19.88% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Delaware US Small Cap Core Equity (SMA) | 1.07M (6.17%) | -12.51K Decreased by -1.17% | Mar 31, 24 |
| 2 | Macquarie US Small Cap Core Equity | 1.07M (6.17%) | -12.51K Decreased by -1.17% | Mar 31, 24 |
| 3 | Macquarie Small Cap Core I | 788.76K (4.55%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 4 | Nomura Small Cap Core I | 688.60K (3.98%) | -43.20K Decreased by -6.27% | Jan 31, 26 |
| 5 | Delaware Small Cap Core I | 679.09K (3.92%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Fort Washington Small Company Equity | 628.02K (3.63%) | 156.41K Increased by +24.91% | Dec 31, 25 |
| 7 | Vanguard US Total Market Shares ETF | 616.20K (3.56%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | American Funds SMALLCAP World A | 605.27K (3.50%) | -344.46K Decreased by -56.91% | Dec 31, 25 |
| 9 | JHancock Small Cap Core NAV | 570.00K (3.29%) | -123.22K Decreased by -21.62% | Sep 30, 24 |
| 10 | Vanguard Total Stock Mkt Idx Inv | 567.56K (3.28%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 11 | Invesco Global Multi Cap Growth | 562.25K (3.25%) | 178.86K Increased by +31.81% | Mar 31, 24 |
| 12 | Invesco Global Opportunities A | 562.25K (3.25%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | Touchstone Small Company A | 510.00K (2.95%) | 134.51K Increased by +26.37% | Dec 31, 25 |
| 14 | Small Company Equity - FTWA | 471.61K (2.72%) | 84.31K Increased by +17.88% | Sep 30, 25 |
| 15 | Avantis US Small Cap Value ETF | 470.44K (2.72%) | 1.06K Increased by +0.22% | Feb 28, 26 |
| 16 | SouthernSun Small Cap | 460.62K (2.66%) | 21.15K Increased by +4.59% | Mar 31, 24 |
| 17 | iShares Russell 2000 ETF | 445.34K (2.57%) | -3.23K Decreased by -0.72% | Feb 28, 26 |
| 18 | Janus Henderson Small Cap Value L | 429.09K (2.48%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 19 | Fidelity Small Cap America Sr B | 289.48K (1.67%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 20 | JNL Multi-Manager Small Cap Value I | 250.65K (1.45%) | -10.80K Decreased by -4.31% | Dec 31, 25 |