| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.14M (16.49%) | -42.51K Decreased by -1.99% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 1.60M (12.29%) | -71.73K Decreased by -4.50% | Dec 31, 25 |
| 3 | River Road Asset Management, LLC | 865.01K (6.66%) | 75.52K Increased by +8.73% | Dec 31, 25 |
| 4 | London Company of Virginia | 835.37K (6.43%) | -67.64K Decreased by -8.10% | Dec 31, 25 |
| 5 | Dimensional Fund Advisors, Inc. | 787.42K (6.06%) | 14.75K Increased by +1.87% | Dec 31, 25 |
| 6 | State Street Corporation | 593.55K (4.57%) | 8.44K Increased by +1.42% | Mar 31, 24 |
| 7 | State Street Corp | 576.82K (4.44%) | -3.64K Decreased by -0.63% | Sep 30, 25 |
| 8 | Kayne Anderson Rudnick Investment Management LLC | 559.01K (4.30%) | -29.84K Decreased by -5.34% | Dec 31, 25 |
| 9 | Engine Capital Management LP | 459.87K (3.54%) | 397.77K Increased by +86.50% | Dec 31, 25 |
| 10 | First Trust Advisors L.P. | 451.19K (3.47%) | 143.85K Increased by +31.88% | Dec 31, 25 |
| 11 | Victory Capital Management Inc. | 422.91K (3.26%) | -9.51K Decreased by -2.25% | Sep 30, 25 |
| 12 | Brandes Investment Partners & Co | 367.79K (2.83%) | 228.59K Increased by +62.15% | Dec 31, 25 |
| 13 | Geode Capital Management, LLC | 358.88K (2.76%) | -8.03K Decreased by -2.24% | Dec 31, 25 |
| 14 | TPG GP A, LLC | 335.11K (2.58%) | -163.57K Decreased by -48.81% | Mar 31, 24 |
| 15 | JONES FINANCIAL COMPANIES LLLP | 307.51K (2.37%) | 307.15K Increased by +99.88% | Mar 31, 25 |
| 16 | Madison Avenue Partners, LP | 303.84K (2.34%) | 303.84K Increased by +100.00% | Dec 31, 25 |
| 17 | JPMorgan Chase & Co | 300.17K (2.31%) | -87.16K Decreased by -29.04% | Mar 31, 25 |
| 18 | Copeland Capital Management, LLC | 295.38K (2.27%) | -16.61K Decreased by -5.62% | Dec 31, 25 |
| 19 | Cooper Creek Partners Management LLC | 291.98K (2.25%) | 77.87K Increased by +26.67% | Dec 31, 25 |
| 20 | T. Rowe Price Investment Management,Inc. | 260.55K (2.01%) | 57.18K Increased by +21.94% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 882.49K (6.80%) | -127.96K Decreased by -14.50% | Feb 28, 26 |
| 2 | Touchstone Mid Cap Y | 577.35K (4.45%) | -38.98K Decreased by -6.75% | Dec 31, 25 |
| 3 | Victory Small Cap Value CIT (Net 75) | 480.00K (3.70%) | 17.00K Increased by +3.54% | Sep 30, 24 |
| 4 | Vanguard US Total Market Shares ETF | 479.52K (3.69%) | 590.00 Increased by +0.12% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 456.30K (3.51%) | 8.98K Increased by +1.97% | Feb 28, 26 |
| 6 | First Trust SMID Cp Rising Div Achv ETF | 436.29K (3.36%) | 255.00 Increased by +0.06% | Feb 26, 26 |
| 7 | iShares Russell 2000 ETF | 355.56K (2.74%) | 32.17K Increased by +9.05% | Feb 28, 26 |
| 8 | Vanguard Small Cap Index | 330.22K (2.54%) | 1.09K Increased by +0.33% | Feb 28, 26 |
| 9 | Victory Sycamore Small Company Opp R | 315.00K (2.43%) | 47.00K Increased by +14.92% | Jun 30, 25 |
| 10 | Delaware Small Cap Value A | 236.97K (1.82%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | FullerThaler Behavioral Sm-Cp Eq R6 | 231.39K (1.78%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 12 | FullerThaler Behavioral Small-Cap Equity | 231.39K (1.78%) | 0.00 Increased by 0.00% | Sep 30, 25 |
| 13 | Vanguard Small Cap Value Index Inv | 211.93K (1.63%) | 609.00 Increased by +0.29% | Feb 28, 26 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 158.97K (1.22%) | 1.64K Increased by +1.03% | Feb 28, 26 |
| 15 | American Century Small Cap Growth Inv | 146.67K (1.13%) | -2.26K Decreased by -1.54% | Dec 31, 24 |
| 16 | American Century U.S. Small Cap Growth | 146.67K (1.13%) | -2.26K Decreased by -1.54% | Dec 31, 24 |
| 17 | Fidelity® Small Cap Index | 144.56K (1.11%) | 4.00K Increased by +2.76% | Oct 31, 23 |
| 18 | Fidelity Small Cap Index | 143.50K (1.11%) | -8.73K Decreased by -6.08% | Dec 31, 25 |
| 19 | AMG River Road Small Cap Value N | 142.13K (1.09%) | -14.35K Decreased by -10.10% | Feb 28, 26 |
| 20 | JPM Small Cap Equity-MA | 141.98K (1.09%) | -40.15K Decreased by -28.28% | Mar 31, 25 |