| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.18M (14.76%) | -52.25K Decreased by -2.40% | Sep 30, 25 |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 1.21M (8.21%) | -141.10K Decreased by -11.64% | Dec 31, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 1.13M (7.68%) | 84.91K Increased by +7.50% | Sep 30, 25 |
| 4 | Vanguard Group Inc | 1.09M (7.35%) | 15.71K Increased by +1.45% | Dec 31, 25 |
| 5 | Copeland Capital Management, LLC | 786.11K (5.33%) | -57.87K Decreased by -7.36% | Dec 31, 25 |
| 6 | T. Rowe Price Investment Management,Inc. | 773.01K (5.24%) | 11.75K Increased by +1.52% | Mar 31, 24 |
| 7 | Bahl & Gaynor Inc. | 660.86K (4.48%) | 186.18K Increased by +28.17% | Dec 31, 25 |
| 8 | State Street Corp | 654.53K (4.44%) | 4.08K Increased by +0.62% | Sep 30, 25 |
| 9 | State Street Corporation | 578.90K (3.92%) | 16.59K Increased by +2.86% | Mar 31, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 491.73K (3.33%) | 17.48K Increased by +3.56% | Dec 31, 25 |
| 11 | SouthernSun Asset Management, LLC | 479.54K (3.25%) | -25.69K Decreased by -5.36% | Dec 31, 25 |
| 12 | BTIM Corp | 452.31K (3.07%) | -37.75K Decreased by -8.35% | Dec 31, 25 |
| 13 | Point72 Asset Management, L.P. | 385.19K (2.61%) | 262.16K Increased by +68.06% | Dec 31, 25 |
| 14 | William Blair Investment Management, LLC | 370.71K (2.51%) | 24.85K Increased by +6.70% | Dec 31, 25 |
| 15 | Schroder Investment Management Group | 364.25K (2.47%) | 114.62K Increased by +31.47% | Dec 31, 25 |
| 16 | GW&K Investment Management, LLC | 361.97K (2.45%) | 11.09K Increased by +3.06% | Dec 31, 25 |
| 17 | Geode Capital Management, LLC | 355.24K (2.41%) | 1.10K Increased by +0.31% | Dec 31, 25 |
| 18 | Envestnet Asset Management Inc | 346.16K (2.35%) | 29.67K Increased by +8.57% | Jun 30, 25 |
| 19 | Barclays PLC | 343.43K (2.33%) | 321.19K Increased by +93.52% | Jun 30, 24 |
| 20 | QRG Capital Management, Inc. | 337.21K (2.29%) | -8.95K Decreased by -2.65% | Sep 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 924.68K (6.27%) | -82.04K Decreased by -8.87% | Feb 28, 26 |
| 2 | Virtus KAR Small-Cap Growth I | 667.09K (4.52%) | -199.71K Decreased by -29.94% | Dec 31, 25 |
| 3 | Calvert US Small-Cap SMA | 561.36K (3.80%) | 560.89K Increased by +99.92% | Dec 31, 25 |
| 4 | Calvert US Small-Cap Strategy | 561.36K (3.80%) | -109.75K Decreased by -19.55% | Dec 31, 25 |
| 5 | Bahl & Gaynor Sm/Md Cp Inc Gr ETF | 537.11K (3.64%) | 537.11K Increased by +100.00% | Feb 27, 26 |
| 6 | Calvert Small-Cap A | 511.62K (3.47%) | -49.74K Decreased by -9.72% | Jan 31, 26 |
| 7 | Vanguard US Total Market Shares ETF | 478.07K (3.24%) | 679.00 Increased by +0.14% | Sep 30, 24 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 477.39K (3.24%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 9 | iShares Russell 2000 ETF | 361.59K (2.45%) | 83.65K Increased by +23.13% | Feb 28, 26 |
| 10 | SouthernSun Small Cap | 348.54K (2.36%) | -34.50K Decreased by -9.90% | Dec 31, 25 |
| 11 | T. Rowe Price Small-Cap Stock | 312.63K (2.12%) | -400.00 Decreased by -0.13% | Mar 31, 24 |
| 12 | T. Rowe Price US Small-Cap Core Equity | 312.63K (2.12%) | -400.00 Decreased by -0.13% | Mar 31, 24 |
| 13 | American Century Small Cap Growth Inv | 205.78K (1.39%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | American Century U.S. Small Cap Growth | 205.78K (1.39%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | Select Health Care Svcs Port | 198.30K (1.34%) | 18.00K Increased by +9.08% | Nov 30, 23 |
| 16 | SouthernSun Small Cap, N | 165.56K (1.12%) | -13.24K Decreased by -8.00% | Dec 31, 25 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 165.34K (1.12%) | 1.80K Increased by +1.09% | Feb 28, 26 |
| 18 | Boston Trust Walden Small Cap | 161.31K (1.09%) | -2.13K Decreased by -1.32% | Feb 28, 26 |
| 19 | Schroder US Smaller Companies Acc | 159.08K (1.08%) | -6.66K Decreased by -4.19% | Jan 31, 26 |
| 20 | Fidelity Select Health Care Svcs Port | 157.61K (1.07%) | 29.90K Increased by +18.97% | Jan 31, 26 |