| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.61M (19.04%) | 66.81K Increased by +1.45% | Sep 30, 25 |
| 2 | TD Asset Management Inc | 1.79M (7.41%) | 215.54K Increased by +12.01% | Jun 30, 24 |
| 3 | Vanguard Group Inc | 1.78M (7.34%) | -435.78K Decreased by -24.53% | Dec 31, 25 |
| 4 | LSV Asset Management | 1.60M (6.61%) | -2.22K Decreased by -0.14% | Dec 31, 25 |
| 5 | Copeland Capital Management, LLC | 1.59M (6.55%) | -14.54K Decreased by -0.92% | Dec 31, 24 |
| 6 | First Trust Advisors L.P. | 1.30M (5.37%) | 411.32K Increased by +31.66% | Jun 30, 24 |
| 7 | Eckert Corp | 1.15M (4.77%) | 252.49K Increased by +21.86% | Dec 31, 25 |
| 8 | TD Global Investment Solutions – TD Epoch | 1.09M (4.49%) | 201.39K Increased by +18.55% | Jun 30, 24 |
| 9 | Callodine Capital Management, LP | 1.03M (4.27%) | 265.26K Increased by +25.65% | Dec 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 1.01M (4.18%) | -46.00 Decreased by -0.00% | Dec 31, 25 |
| 11 | State Street Corporation | 951.91K (3.93%) | 17.64K Increased by +1.85% | Mar 31, 24 |
| 12 | State Street Corp | 945.93K (3.91%) | -29.68K Decreased by -3.14% | Sep 30, 25 |
| 13 | Brown Advisory Holdings Inc | 850.54K (3.51%) | -58.65K Decreased by -6.90% | Dec 31, 24 |
| 14 | Royce & Associates, LP | 831.63K (3.44%) | 127.40K Increased by +15.32% | Dec 31, 24 |
| 15 | Morgan Stanley - Brokerage Accounts | 824.79K (3.41%) | -193.35K Decreased by -23.44% | Sep 30, 25 |
| 16 | Balyasny Asset Management LLC | 804.65K (3.32%) | 560.62K Increased by +69.67% | Dec 31, 25 |
| 17 | FMR Inc | 791.83K (3.27%) | 790.79K Increased by +99.87% | Mar 31, 24 |
| 18 | Trigran Investments Inc | 751.35K (3.10%) | -583.29K Decreased by -77.63% | Sep 30, 24 |
| 19 | Invenomic Capital Management, LP | 734.95K (3.04%) | -1.90K Decreased by -0.26% | Dec 31, 25 |
| 20 | Hotchkis & Wiley Capital Management LLC | 686.50K (2.84%) | 147.83K Increased by +21.53% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.47M (6.06%) | -132.09K Decreased by -9.00% | Feb 28, 26 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.37M (5.67%) | 5.99K Increased by +0.44% | Aug 29, 24 |
| 3 | Vanguard US Total Market Shares ETF | 813.28K (3.36%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | TD U.S. Capital Reinvestment I | 778.18K (3.22%) | -35.94K Decreased by -4.62% | Jun 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 776.00K (3.21%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | iShares Russell 2000 ETF | 590.99K (2.44%) | 66.50K Increased by +11.25% | Feb 28, 26 |
| 7 | Royce Small-Cap Quality Value Composite | 560.66K (2.32%) | 56.57K Increased by +10.09% | Dec 31, 24 |
| 8 | Royce Small-Cap Total Return Invmt | 560.66K (2.32%) | 56.57K Increased by +10.09% | Dec 31, 24 |
| 9 | Delaware Ivy Mid Cap Growth A | 540.08K (2.23%) | -357.47K Decreased by -66.19% | Jun 30, 23 |
| 10 | Brown Advisory Small-Cap Fdmtl Val Inv | 521.41K (2.15%) | -23.13K Decreased by -4.44% | Dec 31, 24 |
| 11 | Kingsview Volume Factor Dividend Tree | 514.20K (2.12%) | 514.20K Increased by +100.00% | Mar 31, 24 |
| 12 | Fidelity Contrafund | 374.43K (1.55%) | 288.44K Increased by +77.04% | Mar 31, 24 |
| 13 | Invenomic Institutional | 350.34K (1.45%) | 0.00 Increased by 0.00% | Oct 31, 25 |
| 14 | Vanguard Small Cap Index | 299.38K (1.24%) | -2.05K Decreased by -0.69% | Jul 31, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 268.45K (1.11%) | -677.00 Decreased by -0.25% | Feb 28, 26 |
| 16 | Fidelity Small Cap Index | 246.06K (1.02%) | -3.64K Decreased by -1.48% | Dec 31, 25 |
| 17 | Tieton Small Cap Value | 239.10K (0.99%) | -5.76K Decreased by -2.41% | Dec 31, 25 |
| 18 | Fidelity® Small Cap Index | 238.61K (0.99%) | 6.28K Increased by +2.63% | Oct 31, 23 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 234.98K (0.97%) | 99.28K Increased by +42.25% | Feb 28, 26 |
| 20 | TD Epoch U.S. Quality Capital Reinvestmt | 232.16K (0.96%) | 42.73K Increased by +18.41% | Jun 30, 24 |