| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.98M (15.32%) | -44.14K Decreased by -0.74% | Sep 30, 25 |
| 2 | Vanguard Group Inc | 4.84M (12.39%) | 25.17K Increased by +0.52% | Dec 31, 25 |
| 3 | Neuberger Berman Group LLC | 3.07M (7.85%) | -205.08K Decreased by -6.69% | Dec 31, 25 |
| 4 | Clarkston Capital Partners, LLC | 2.62M (6.70%) | 410.12K Increased by +15.67% | Dec 31, 25 |
| 5 | Champlain Investment Partners, LLC | 2.00M (5.13%) | -2.21K Decreased by -0.11% | Sep 30, 23 |
| 6 | Schroder Investment Management Group | 1.81M (4.63%) | 234.53K Increased by +12.97% | Dec 31, 25 |
| 7 | State Street Corp | 1.67M (4.28%) | -42.40K Decreased by -2.54% | Sep 30, 25 |
| 8 | State Street Corporation | 1.60M (4.11%) | -866.90K Decreased by -54.02% | Mar 31, 24 |
| 9 | Dimensional Fund Advisors, Inc. | 1.60M (4.10%) | 43.01K Increased by +2.69% | Dec 31, 25 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.37M (3.50%) | 46.16K Increased by +3.37% | Sep 30, 25 |
| 11 | JPMorgan Chase & Co | 1.30M (3.33%) | 728.62K Increased by +56.05% | Sep 30, 25 |
| 12 | Madison Avenue Partners, LP | 1.15M (2.94%) | -23.37K Decreased by -2.04% | Dec 31, 25 |
| 13 | SG Capital Management, LLC | 1.11M (2.85%) | -285.41K Decreased by -25.67% | Jun 30, 25 |
| 14 | Brown Advisory Holdings Inc | 1.04M (2.67%) | -163.38K Decreased by -15.67% | Dec 31, 25 |
| 15 | Burgundy Asset Management Ltd | 1.03M (2.63%) | 17.58K Increased by +1.71% | Dec 31, 24 |
| 16 | Geode Capital Management, LLC | 953.90K (2.44%) | -5.16K Decreased by -0.54% | Dec 31, 25 |
| 17 | Silvercrest Asset Management Group LLC | 921.29K (2.36%) | 921.29K Increased by +100.00% | Dec 31, 25 |
| 18 | Palisade Capital Management LLc | 822.20K (2.10%) | -119.91K Decreased by -14.58% | Dec 31, 25 |
| 19 | William Blair Investment Management, LLC | 794.90K (2.03%) | -83.69K Decreased by -10.53% | Dec 31, 25 |
| 20 | Goldman Sachs Group Inc | 763.66K (1.95%) | -100.58K Decreased by -13.17% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Clarkston Capital SMID Composite | 2.62M (6.70%) | -258.50K Decreased by -9.88% | Dec 31, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 2.49M (6.37%) | -346.23K Decreased by -13.92% | Feb 28, 26 |
| 3 | Neuberger Genesis Inv | 1.80M (4.62%) | -166.55K Decreased by -9.23% | Dec 31, 25 |
| 4 | Neuberger Berman Genesis Inv | 1.74M (4.45%) | 898.24K Increased by +51.70% | Jun 30, 25 |
| 5 | Vanguard US Total Market Shares ETF | 1.30M (3.34%) | 1.50K Increased by +0.12% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.20M (3.08%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | Schroder Global Sust Val Eq X Acc | 1.09M (2.79%) | -115.22K Decreased by -10.59% | Feb 29, 24 |
| 8 | Clarkston Partners Founders | 1.02M (2.61%) | 203.57K Increased by +19.96% | Dec 31, 25 |
| 9 | iShares Russell 2000 ETF | 991.19K (2.54%) | 63.17K Increased by +6.37% | Feb 28, 26 |
| 10 | Vanguard Small Cap Index | 857.24K (2.19%) | 1.80K Increased by +0.21% | Feb 28, 26 |
| 11 | Champlain Small Company Adv | 835.00K (2.14%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | SPDR® S&P Dividend ETF | 728.17K (1.86%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | Brown Advisory Small-Cap Fdmtl Val Inv | 563.20K (1.44%) | 69.25K Increased by +12.30% | Feb 28, 26 |
| 14 | Vanguard Small Cap Value Index Inv | 550.77K (1.41%) | 1.47K Increased by +0.27% | Feb 28, 26 |
| 15 | Schroder Global Recovery L Acc GBP | 540.83K (1.38%) | -6.64K Decreased by -1.23% | Jan 31, 26 |
| 16 | Schroder ISF Glbl Rcvy E Acc USD | 501.07K (1.28%) | 33.53K Increased by +6.69% | Jan 31, 26 |
| 17 | Palisade Small Cap Core Equity | 487.88K (1.25%) | -34.10K Decreased by -6.99% | Dec 31, 25 |
| 18 | Calvert Small-Cap A | 476.75K (1.22%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 19 | Calvert US Small-Cap Strategy | 476.75K (1.22%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 20 | Stt Strt SPDR S&P Glbl DivAristETF | 473.97K (1.21%) | 473.97K Increased by +100.00% | Feb 28, 26 |