| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.88M (16.00%) | 91.17K Increased by +2.35% | Jun 30, 25 |
| 2 | Vanguard Group Inc | 3.76M (15.54%) | -48.74K Decreased by -1.29% | Jun 30, 25 |
| 3 | Reinhart Mahoney Capital Management Inc | 2.21M (9.14%) | 51.84K Increased by +2.34% | Jun 30, 25 |
| 4 | Royce & Associates, LP | 1.84M (7.61%) | 85.88K Increased by +4.66% | Jun 30, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 1.56M (6.45%) | -53.96K Decreased by -3.45% | Jun 30, 25 |
| 6 | State Street Corp | 917.64K (3.79%) | -98.00 Decreased by -0.01% | Jun 30, 25 |
| 7 | State Street Corporation | 913.70K (3.77%) | 19.97K Increased by +2.19% | Mar 31, 24 |
| 8 | Tributary Capital Management, LLC | 695.82K (2.87%) | 64.39K Increased by +9.25% | Jun 30, 25 |
| 9 | Lord, Abbett & Co LLC | 687.51K (2.84%) | -99.55K Decreased by -14.48% | Jun 30, 25 |
| 10 | Geode Capital Management, LLC | 625.78K (2.58%) | 11.82K Increased by +1.89% | Jun 30, 25 |
| 11 | Schroder Investment Management Group | 624.67K (2.58%) | -24.02K Decreased by -3.84% | Jun 30, 25 |
| 12 | Pzena Investment Management, LLC | 614.41K (2.54%) | 38.16K Increased by +6.21% | Jun 30, 25 |
| 13 | First Trust Advisors L.P. | 612.98K (2.53%) | 73.35K Increased by +11.97% | Dec 31, 23 |
| 14 | FMR Inc | 594.85K (2.46%) | -271.13K Decreased by -45.58% | Mar 31, 24 |
| 15 | Charles Schwab Investment Management Inc | 378.24K (1.56%) | -28.89K Decreased by -7.64% | Jun 30, 25 |
| 16 | Wellington Management Company LLP | 353.38K (1.46%) | -12.83K Decreased by -3.63% | Jun 30, 25 |
| 17 | Ameriprise Financial Inc | 297.40K (1.23%) | 240.47K Increased by +80.86% | Mar 31, 25 |
| 18 | Jennison Associates LLC | 282.53K (1.17%) | 19.35K Increased by +6.85% | Jun 30, 25 |
| 19 | Northern Trust Corp | 258.75K (1.07%) | 16.01K Increased by +6.19% | Jun 30, 25 |
| 20 | DePrince Race & Zollo Inc | 222.37K (0.92%) | -12.29K Decreased by -5.53% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.46M (6.01%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard Real Estate Index Investor | 948.02K (3.91%) | 3.76K Increased by +0.40% | Jul 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 769.43K (3.18%) | -17.05K Decreased by -2.22% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 757.43K (3.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | First Trust SMID Cp Rising Div Achv ETF | 711.55K (2.94%) | 6.03K Increased by +0.85% | Jan 31, 24 |
| 6 | iShares Russell 2000 ETF | 596.69K (2.46%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | Vanguard Small Cap Index | 567.14K (2.34%) | -3.76K Decreased by -0.66% | Jul 31, 25 |
| 8 | Tributary Small Cap Equity | 512.07K (2.11%) | -3.41K Decreased by -0.67% | Aug 31, 25 |
| 9 | Lord Abbett & Co. Small to Mid Value | 470.62K (1.94%) | -8.05K Decreased by -1.71% | Mar 31, 25 |
| 10 | Reinhart Genesis PMV Advisor | 469.61K (1.94%) | -16.00K Decreased by -3.41% | Jun 30, 25 |
| 11 | Tributary Small Company Instl | 420.09K (1.73%) | -4.46K Decreased by -1.06% | Jul 31, 25 |
| 12 | Fidelity® Series Small Cap Opps | 409.92K (1.69%) | 33.50K Increased by +8.17% | Oct 31, 23 |
| 13 | Fidelity Series Small Cap Opps | 399.81K (1.65%) | 0.00 Increased by 0.00% | May 31, 24 |
| 14 | Lord Abbett Smid-Cap Equity SMA | 379.49K (1.57%) | -91.13K Decreased by -24.01% | Jun 30, 25 |
| 15 | Lord Abbett Value Opportunities I | 379.49K (1.57%) | -2.11K Decreased by -0.56% | Jun 30, 25 |
| 16 | Royce Premier Invmt | 372.38K (1.54%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Royce Small-Cap Premier Quality | 372.38K (1.54%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 18 | Vanguard Small Cap Value Index Inv | 365.60K (1.51%) | 888.00 Increased by +0.24% | Jul 31, 25 |
| 19 | Royce Small-Cap Special Equity Invmt | 365.60K (1.51%) | -35.40K Decreased by -9.68% | Jun 30, 25 |
| 20 | JNL Multi-Manager Small Cap Value I | 346.44K (1.43%) | 5.00K Increased by +1.44% | Jun 30, 25 |