| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.88M (15.73%) | 139.33K Increased by +2.37% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 4.84M (12.96%) | 224.40K Increased by +4.63% | Sep 30, 24 |
| 3 | FMR Inc | 4.24M (11.35%) | 161.86K Increased by +3.82% | Sep 30, 24 |
| 4 | Ameriprise Financial Inc | 2.58M (6.91%) | -114.92K Decreased by -4.45% | Sep 30, 24 |
| 5 | State Street Corporation | 1.73M (4.64%) | -92.16K Decreased by -5.32% | Mar 31, 24 |
| 6 | State Street Corp | 1.70M (4.56%) | 24.06K Increased by +1.41% | Sep 30, 24 |
| 7 | Earnest Partners LLC | 1.64M (4.39%) | -40.47K Decreased by -2.47% | Sep 30, 24 |
| 8 | Victory Capital Management Inc. | 1.06M (2.84%) | -27.17K Decreased by -2.56% | Jun 30, 24 |
| 9 | Dimensional Fund Advisors, Inc. | 901.88K (2.41%) | -49.09K Decreased by -5.44% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 884.40K (2.37%) | 15.03K Increased by +1.70% | Sep 30, 24 |
| 11 | Neuberger Berman Group LLC | 877.26K (2.35%) | -4.19K Decreased by -0.48% | Sep 30, 24 |
| 12 | Bank of America Corp | 822.45K (2.20%) | 678.07K Increased by +82.45% | Jun 30, 24 |
| 13 | Channing Capital Management, LLC | 748.96K (2.00%) | 8.79K Increased by +1.17% | Sep 30, 24 |
| 14 | Loomis, Sayles & Company LP | 666.51K (1.78%) | -9.44K Decreased by -1.42% | Sep 30, 24 |
| 15 | Manufacturers Life Insurance Co | 635.77K (1.70%) | -11.91K Decreased by -1.87% | Sep 30, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 631.20K (1.69%) | -63.80K Decreased by -10.11% | Jun 30, 24 |
| 17 | First Trust Advisors L.P. | 545.08K (1.46%) | 57.61K Increased by +10.57% | Dec 31, 23 |
| 18 | BAMCO Inc | 513.07K (1.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Principal Financial Group Inc | 483.85K (1.30%) | 53.57K Increased by +11.07% | Sep 30, 24 |
| 20 | Aristotle Capital Boston, LLC | 471.16K (1.26%) | -15.90K Decreased by -3.37% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.43M (6.51%) | 1.06K Increased by +0.04% | Dec 31, 24 |
| 2 | Columbia Seligman Technology Growth | 1.54M (4.13%) | -48.90K Decreased by -3.17% | Sep 30, 24 |
| 3 | Columbia Seligman Tech & Inf SMA Cmp | 1.50M (4.02%) | 1.50M Increased by +100.00% | Dec 31, 23 |
| 4 | Columbia Seligman Tech & Info A | 1.39M (3.72%) | -27.37K Decreased by -1.97% | Dec 31, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.18M (3.17%) | 1.53K Increased by +0.13% | Dec 31, 24 |
| 6 | Fidelity® Low-Priced Stock | 1.17M (3.13%) | -1.22K Decreased by -0.10% | Oct 31, 23 |
| 7 | Fidelity Low-Priced Stock | 1.05M (2.81%) | -9.88K Decreased by -0.94% | Oct 31, 24 |
| 8 | iShares Russell 2000 ETF | 999.24K (2.67%) | -3.85K Decreased by -0.39% | Dec 31, 24 |
| 9 | Vanguard Small Cap Index | 959.36K (2.57%) | 9.26K Increased by +0.97% | Dec 31, 24 |
| 10 | Vanguard Information Technology ETF | 781.82K (2.09%) | 11.59K Increased by +1.48% | Dec 31, 24 |
| 11 | Victory Small Cap Value CIT (Net 75) | 735.00K (1.97%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | Victory Sycamore Small Company Opp R | 735.00K (1.97%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 13 | Neuberger Berman Genesis Inv | 672.99K (1.80%) | 91.60K Increased by +13.61% | Dec 31, 24 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 573.24K (1.53%) | 11.01K Increased by +1.92% | Dec 31, 24 |
| 15 | EARNEST Small/Mid Cap Value | 571.73K (1.53%) | 570.81K Increased by +99.84% | Dec 31, 23 |
| 16 | Vanguard Small Cap Growth Index Inv | 544.48K (1.46%) | 21.88K Increased by +4.02% | Dec 31, 24 |
| 17 | Fidelity® Series Small Cap Opps | 522.90K (1.40%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | Fidelity Small Cap Growth | 445.44K (1.19%) | -2.93K Decreased by -0.66% | Oct 31, 24 |
| 19 | Fidelity Series Small Cap Opps | 427.15K (1.14%) | -96.35K Decreased by -22.56% | Oct 31, 24 |
| 20 | EARNEST Small Cap Value | 412.24K (1.10%) | 411.61K Increased by +99.85% | Dec 31, 23 |